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Trust & Estate Planning

December 2018

How Does Trust and Estate Planning Impact Wealth Management?

You’ve worked hard to build your wealth, and trust and estate planning is an important part of helping you preserve it. Key Private Bank will coordinate with your advisors to develop trust and estate plan to meet your goals. Our team will monitor the economic and legislative environment so you can understand how they might affect your plan. Whether your goals are wealth preservation, business succession, charitable planning or wealth transfer, your Key Private Bank team can help.

We have more than 190 years of experience providing sophisticated trust and estate services – and a heritage of transparency and compassion in delivering those services to you.

Estate Planning Services Include:

  • Wealth transfer planning
  • Charitable trusts
  • Custom trust solutions
  • Trust administration
  • Estate tax minimization
  • Power of attorney/Living will
  • Document review
  • Review of account titling and beneficiary designations
  • Blended family issues
  • Multi-generational transfer planning
  • Real estate management services
  • Oil and gas interest management
Meet a Financial Professional

See Your Real Financial Picture, Virtually

Reaching your goals through a personalized, digital roadmap

Key Wealth Direction is a revolutionary financial planning platform that offers qualified clients a secure, online portal featuring a comprehensive, aggregated view of your financial assets. Along with accessing your wealth plan through a personalized website, you’ll have your Key Private Bank team at your fingertips to provide advice and guidance.

The personalized platform features:

  • A consolidated view of all your accounts, including those held at other institutions
  • Interactive charts and detailed views of your investments
  • Tools to track spending
  • A secure online vault where you can safely store important documents
Learn more about Key Wealth Direction®
Resources

Estate Planning in a Digital World

More and more of our daily activities are moving online. All aspects of our lives—whether financial, social, work or leisure— increasingly have a presence on our computers or the Internet.

August 2018 Estate Planning in a Digital World
Our Approach

Manage Your Financial Plan, Digitally

Your life is constantly changing – you need financial advice that can keep up.

March 2018 Manage Your Financial Plan, Digitally
Your Lifestyle

Don't Let Setbacks in Life, Set Back Your Financial Future

While the road ahead may seem daunting, financial challenges can be met by understanding both your short-term needs and the long-term factors.
September 2017 Don't Let Setbacks in Life, Set Back Your Financial Future

Disclosures

KeyBank does not give legal advice.  Since laws are always subject to interpretation and possible changes, KeyBank strongly recommends that you seek the counsel of an attorney and/or other qualified tax advisor as to the specific legal and tax consequences of all planning concepts as they apply to the facts of your particular situation.

Investment products are:

NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY