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Fran O’Rourke, Senior Vice President, Key Private Bank

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Estate planning fundamentals: Preserving wealth not just for the rich

Spotlight on Finance

Think you’re not wealthy enough for an estate? Think again. Even a child with a savings account has an estate. Think you’re estate isn’t big enough to warrant an estate plan? Consider this: where do you want your possessions to go when you pass away? Do you want to provide for your family after your death? Leave a philanthropic legacy? Reduce taxes? Ease the transition of your business?

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A strategy for greater asset protection, tax savings and privacy

Spotlight on Finance

This article discusses why developing an estate plan is important for anyone who has assets as well as some things people need to consider when creating a strategy to protect and transfer their wealth. It also provides readers with nine reasons why they should have an estate plan.

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Investment management: A review now can spare you a resolution later

Spotlight on Finance

This is the time of year for the “here-and-now” mindset. Work is busy. Holiday planning and plans are all-consuming. Our kids and school functions have most of us running around like crazy. So what do we do? The majority of us put our brains on auto pilot. We do the best we can to stay on course. That new diet, exercise program, financial plan you’ve been meaning to get to . . .

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Financial planning for women: Still more room for growth

Spotlight on Finance

While it is true that women are gaining more financial knowledge than ever before and are using it to build a better future for themselves, the statistics show there is still room for more improvement.

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