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Legacy & Estate Planning

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.


of Americans die without a will or estate plan3


of Americans do not have an up-to-date will4


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.



Here’s what our client family has to say about the role Key Planning Partners has played in their lives.

*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.