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

As a nation, we tend to look at disabilities and special needs requirements as statistics. For example, one out of nine children younger than age 18 receive special education services, and nearly 21 million families have a member with special needs, according to the U.S. Census Bureau Report, "Disability and American Families". These numbers give us pause, but for parents of children with special needs the number that means the most is one. One child. That’s what it takes to make it real. more

Jul 15, 2015 6:00 AM The Sun

For many, it is easy to avoid the difficult, especially when the topic is money and the “difficult” is discussing divorce and finances. We think: it won’t come to that or I’ll cross that bridge when I get to it or the lawyers will handle it. And that’s understandable—divorce is one of the most stressful things a person can go through in life. However, to ignore it, to not confront it and plan for it can be a costly mistake. more

Feb 18, 2015 9:12 AM The Sun

There's a popular piece of advice offered to many new business owners. Hire the best lawyer you can, because if you're successful, you're going to need one. It is advice often offered half-heartedly—in jest—or received with cynicism. But there is wisdom in it. As your business grows, it becomes subject to more opportunities and more risks, and a skilled lawyer can help you navigate both. more

Jan 21, 2015 12:33 PM The Sun

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? more

Jan 14, 2013 10:56 AM The Sun

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. more

Nov 18, 2012 11:07 AM The Sun

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 . . . more

Oct 17, 2012 12:00 AM The Sun

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. more

Aug 15, 2012 6:00 AM The Sun

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