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:
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 Royal Alliance Associates, Inc., member FINRA/SIPC. Investment advisory services offered through [Key Group Management]. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.
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