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

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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.

At a time when you should be focused on grieving, you often need to make important decisions regarding your spouse’s estate. Joe Sicchitano, Head of Financial Planning, SunTrust Bank and SunTrust Investment Services, provides advice on how to make the best financial decisions for yourself and loved ones in the months after a spouse’s death.

This content is general in nature and does not constitute legal, tax, accounting, financial or investment advice. You are encouraged to consult with competent legal, tax, accounting, financial or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.

SunTrust Private Wealth Management is a marketing name used by SunTrust Banks, Inc. and the following affiliates: Banking and trust products and services are provided by SunTrust Bank. Securities, insurance (including annuities and certain life insurance products) and other investment products and services are offered by SunTrust Investment Services, Inc., a SEC registered broker/dealer and a member of the FINRA and SIPC. Other insurance products and services are offered by SunTrust Insurance Services, Inc., a licensed insurance agency. Investment advisory products registered with the SEC.

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