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Estate Planning

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  • Three things you need to know about protecting your estate
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    Three things you need to know about protecting your estate

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    Fill In Your Family On Your Estate Plan

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Podcast: Leaving a Lasting Legacy

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Financial education for younger generations

SVP and Head of Financial Planning, Joe Sicchitano, explains the importance of financial education for children and grandchildren and shares tips for getting started. Watch Now

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Principles of Financial Planning

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Does your financial plan address more than just retirement? Find out what types of planning make sense for you with this helpful article. Read More

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Estate Planning for Same-Sex Couples: What You Need to Know

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Making sure your partner will be taken care of in case something happens to you is one of the most loving things you can do Read More

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Your E-Life After Death: How to Estate Plan Your Digital Assets

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In our increasingly digital world, it’s not only your physical property that holds value, it’s also the assets you’ve built up online. That includes money you hold in online-only accounts like PayPal, as well as files like your Kindle e-books and iTunes music. Important stuff—and yet, it’s often overlooked in estate plans. Read More

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Podcast: Dealing with a Spouse's Illness and the Impact on Your Financial Plan

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Ways to handle the financial challenges that accompany a spouse’s illness

Joe Sicchitano, Head of Financial Planning, SunTrust Bank and SunTrust Investment Services, talks about regaining your financial footing when a serious illness strikes your spouse Watch Now

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Podcast: Establishing a Special Needs Trust: Tips to Get Started

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Helpful steps for implementing a Special Needs Trust

Bill Frazier, Senior Vice President with SunTrust Bank, discusses steps parents can take to implement a Special Needs Trust, helping them deal with an emotional life circumstance Watch Now

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Podcast: Death of a Spouse and the Impact on Your Financial Plan

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Strategies for managing the financial aspects of your spouse’s estate

Joe Sicchitano, Head of Financial Planning, SunTrust Bank and SunTrust Investment Services, provides guidance on making financial decisions related to a spouse’s recent passing. Watch Now

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Podcast: Later-Life Divorce and the Impact on Your Financial Plan

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Prepare for the financial implications of this major life change

Joe Sicchitano, Head of Financial Planning, SunTrust Bank and SunTrust Investment Services, discusses issues that commonly arise during a divorce—along with ways to regain your financial footing Watch Now

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Charitable Giving

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Charitable giving can play an important role in many estate plans. Read More

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Five Ways to Slash Income Taxes in Retirement

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It can be stressful thinking about how much income tax you will owe in your golden years. But don't worry, because there are simple solutions you can apply now to keep those taxes down and your spirits up. Read More

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Life Insurance and Estate Planning

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Life Insurance is a crucial part of many estate plans. Read More

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When Should I Prepare My Will?

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Create a Will to Secure Your Family's Future

The last thing most of us want to think about is a will. But when it comes to your family's future, a will can provide for their financial well-being. Read More

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Facing the Possibility of Incapacity

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Incapacity means that you are either mentally or physically unable to take care of yourself or your day-to-day affairs. Incapacity can result from serious physical injury, mental or physical illness, mental retardation, advancing age, and alcohol or drug abuse. Read More

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Power of Attorney vs Durable Power of Attorney

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Learn the differences between power of attorney and durable power of attorney. Read More

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What is an Advanced Directive for Health Care?

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At some point in your life, perhaps as a result of illness, accident, or advanced age, you may lack the mental capacity to make or communicate responsible decisions about your own health care. Without directions to the contrary, medical professionals are generally compelled to make every effort to save and maintain your life. Read More

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Wills: the Cornerstone of Your Estate Plan

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There are many tools you can use to achieve your estate planning goals, but a will is probably the most vital. Read More

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Managing Wealth Across Generations

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Experts discuss estate planning, with topics that include preparing children to be beneficiaries, managing cash flow, and understanding how trusts work. Watch Now

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