Your Plan is Key.
At Key Planning Partners, our mission is to help you figure out what’s best for you so you can make an informed choice. Estate planning is a core area of expertise, so we do it well. We’re independent – we represent you, not the insurance companies.
If You Do Not Have a Plan, Your State Has One For You—But You Might Not Like It - Knowing you have a properly prepared plan in place—one that contains your instructions and will protect your family—will give you and your family confidence in your retirement strategy. Estate planning is one of the most thoughtful and considerate things you can do for your loved ones but first you have to plan for it.
55%
of Americans die without a will or estate plan3
71.6%
of Americans do not have an up-to-date will4
74%
of Americans said they would be more likely to create an estate plan if it helped lower their families’ taxes5
Estate Planning is important, no matter your age or wealth.
Below are some reasons to consider an estate plan.
- Allows you to decide how your wealth will be distributed to your loved ones and organizations you care about – not the courts.
- Maximizes the wealth transferred to your beneficiaries by avoiding probate and transfer taxes.
- Incorporates your values and charitable giving goals into your plan.
- Gives you the power to decide who has Power of Attorney and your healthcare directives.
Fortunately, it’s never too late to create or update an estate plan.
With the help of a financial adviser and an estate planning attorney, you can ensure that the needs of your family and your wishes are met.
TESTIMONIALS
Here’s what our client family has to say about the role Key Planning Partners has played in their lives.
Marie presented a very informative workshop that will help our family address an immediate crisis we are dealing with in regards to our Mother’s care needs.
- B.F.
Tampa
When my family was at their lowest and struggling to cope with my recent diagnosis, KPP provided local support and found creative options to help pay for care so I didn’t have to deplete my retirement. It allowed my children to focus on their futures rather than how to pay for care. I had been to several financial advisors trying to find a better solution so I was hesitant to have another disappointing meeting. I am so glad I tried one more time because it has made all the difference for me and my family.
- H.K.
Ruskin
Having to manage the care needs of our parents, Marie was able to provide us a unique tax efficient planning solution that will help our children avoid this burden.
- D.M.
Tampa
KPP truly cares about finding the best solutions for their clients. It is not a sales or product push like I have been to in the past. In our case, they were able to help us understand how to qualify for certain government benefits and not one sale was made. I am so grateful for KPP and what they are doing to help those dealing with the high cost of long term care.
- J.L.
Temple Terrace
KPP helped my husband and I put together a plan that we could afford to cover long term care costs should we need care in the future. This will allow us to stay home for care and not go through our savings to do so. It also alleviated our fear of becoming a burden on our children. AND if we don’t end up needing care, then there is a death benefit that goes tax free to our children. It was a win, win, win across the board. I couldn’t recommend them any higher.
- M.H.
Lakewood Ranch
*These testimonials may not be representative of the experience of other financial professionals and is no guarantee of future success. These testimonials were not paid for.