Thanks to a law passed several years ago, estate planning today is becoming less about avoiding estate taxes and more about distributing assets to your family.
At Key Financial, simple, yet powerful techniques are coordinated with your comprehensive financial plan as part of your estate plan. The financial plan is the blueprint for your home, and the estate plan is the family room. While trusts protect your assets, estate planning focuses on avoiding hassle, discomfort, fees, and taxes.
At Key Financial, we help families optimize their legacy.