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Estate Planning

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    Fill In Your Family On Your Estate Plan

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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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Three things you need to know about protecting your estate

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Tiaudra Shaw shares the three things you need to know about protecting your estate in this PINK Minute Mentor video. 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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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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Tip

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Write a will. If you don't decide where your money will go when you're gone, the courts may do it for you.