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.