Mark Keating

Practice

I have been a CFP since 2009 and an Accredited Estate Planner since 2014. I work with clients extensively on estate planning including charitable and tax planning, insurance planning, estate plan reviews, gifting, etc. within the context of their overall financial and investment plan.

Areas of work

• Analyzing existing life insurance coverage for continuing relevance to the estate plan
• Analyzing proposed transactions for estate and gift tax implications
• Charitable gift planning
• Developing strategies to minimize potential estate and gift taxes
• Developing plans to conserve assets during lifetime and at death
• Proposing life insurance solutions consistent with estate plans
• Retirement distribution planning
• Succession planning
• Preparing comprehensive financial plans

At the council

Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.