Estate Planning

Estate Planning

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.

 

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities offered through Concourse Financial Group Securities Inc., (CFGS) Member FINRA/SIPC. Investment advisory services offered through Key Group Management, Inc., a Registered Investment Advisor. Key Group Management is independent of CFGS. 

CFGS does not render tax, legal or accounting advice. CFGS does not provide tax planning/preparation services. Please consult with your CPA or other appropriate advisors on all matters pertaining to legal, accounting or tax obligations and requirements.

For a copy of CFGS’s Form CRS please visit: https://www.concoursefinancial.com/investor-disclosures

This communication is strictly intended for individuals residing in the states of AZ, AR, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, MN, MA, MI, MN, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OR, PA, RI, SC, TX, TN, UT, VT, VA, WA, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.

© 2024 Key Group Management, Inc. All rights reserved.
Check the background of this investment professional on FINRA's BrokerCheck.