In estate planning, almost everything we do is to avoid estate and inheritance taxes – including gifting. First, we integrate the gifting strategy into your cash flow reports to make sure it won’t have a negative impact on you down the road. Saving money on taxes is often not the only incentive – sometimes a gift to your child can make all the difference in the world.

At Key Financial, we run projections for gifting to determine your financial security and an overall sound, financial and estate plan.