Trust & Estate Planning
Taking steps to safeguard your wealth.
You’ve worked hard to build your wealth, now it’s time to ensure you’re preserving it. While the estate planning process can seem overwhelming, Key Private Bank will be with you every step of the way. We’ll help you understand your options so you can feel confident your assets are safeguarded now – and into the future.
Whether your goals are wealth preservation, business succession, charitable planning or wealth transfer, the knowledgeable professionals at Key Private Bank will sort through the many alternatives available for achieving those goals. We have more than 160 years of experience providing sophisticated trust and estate services – and a heritage of transparency and compassion in delivering those services to you.
Together with your attorney, advisors and you, Key Private Bank will develop an estate plan that encompasses the legacy you want to preserve. But we won’t stop there – our team monitors the economic environment and legislative landscape so you can understand how these factors might affect your plan. We stay connected, working with you to reach your goals.
Our Estate Planning Solutions and 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