People who work for a lifetime to build a business or accumulate assets want their assets to pass intact to their designated heirs. In today's tax environment, that takes careful planning. Once a client's objectives are determined and a plan is formulated, we work with the client's attorneys and advisors to insure the appropriate steps are taken and the most suitable trusts and wills are drafted.
THE KEY GROUP will then regularly monitor the plan for changes in the tax law and the client's circumstances as well as schedule periodic reviews with the client to suggest any pertinent adjustments.
THE KEY GROUP along with tax professionals work with clients to accomplish the following key estate planning steps:
- Calculate your estate's size
- Decide on your objectives
- Keep your plan flexible
- Provide for liquidity
- Aim to reduce taxes
Working Together, we can help you create a legacy that provides for your family and projects your values and visions across future generations.