At Key Financial, we help families optimize their legacy.

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 can be 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.

If the tax law sunsets as scheduled in 2025, that is about to change. Planning done prior to a sunset (which means the tax law reverts to what it was prior to the changes in 2017) can make a material difference for your heirs.

Related, Popular Podcasts

Ep108: Special Re-Broadcast of Hartford Funds’ Human-Centric Investing Podcast – How to Help Clients Age with Dignity Featuring Patti Brennan

October 7, 2022

Patti was recently asked to be a guest on Hartford Funds' Human-Centric Investing Podcast. Together, with hosts John Diehl and Julie Genjac, Patti discusses the importance of helping her clients age with dignity, while also opening communication lines within the family. Throughout her career, Patti has discovered that while the conversation might be very delicate and emotional, it is paramount to discuss "what if's" with adult children. In every client/advisor relationship, there may come a time when a client may become ill or incapacitated. Patti feels that it is her responsibility to help her clients prepare for that unexpected event. Part of helping her clients age with dignity, is working with them proactively in those decisions so family members are aware in advance of their loved one’s wishes. Listen today to find out how to start those difficult conversations with your loved ones – you’ll be glad you did!

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Ep100: Special Re-Broadcast of Hartford Funds’ Human-Centric Investing Podcast – Make Financial Planning a Family Affair

June 17, 2022

Patti was recently asked to be a guest on Hartford Funds' Human – Centric Investing Podcast. Together, with hosts John Diehl and Julie Genjac, she discussed the importance of connecting with adult children of clients. Patti stresses the power of being a resource for the entire family – not just the client parents. Engaging young adults as they begin their professional careers sets them up for success, in a way that parents sometimes are unable to do. While it is not uncommon for client parents to reach out to Patti and her team, Patti stresses that what is most important is that the conversation is had when the adult children are embarking on careers, and they are then able to start making meaningful decisions about their financial futures and educated decisions about contributions to their retirement accounts. Listen today to find out what those tips for success are!

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Ep88: Issues to Consider Before Updating an Estate Plan

January 14, 2022

This episode is next in the podcast series, #AskPattiBrennan - a series of episodes in which Patti answers one of her listener’s frequently asked questions. These podcasts are shorter in length and address one FAQ or RAQ (a rarely asked but should be asked) question. As Americans are getting their financial and legal houses in order for the beginning of the New Year, many are wondering what ramifications Biden’s tax proposal may have on their estate plan. Patti guides the listener through a checklist of important items to keep in mind before updating or changing certain parts of your estate plan. She also reveals what the best legal tools are to protect yourself and those you love from expensive tax implications.

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*Please Note: Limitations.  The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Key Financial, Inc. does not serve as an attorney, accountant, or insurance agent.  Key Financial, Inc. does not prepare legal documents or tax returns, nor does it sell insurance products.  Please Also Note: Different types of investments involve varying degrees of risk.  Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Key Financial, Inc.) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.