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.

*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.