wealth transfer, wealth transfer planning, significant wealth rewards.

Transferring Wealth

Achieving significant wealth rewards you with the ability to provide for future generations and support the causes that are most important to you. But frequently changing tax laws and evolving family dynamics can present significant challenges to wealth transfer planning.

As you shift your focus from acquiring to transferring wealth, chances are you’ll grapple with questions including:

  • How do I balance the need to provide for future generations with my desire for philanthropy?
  • What is the best way to structure my estate plan1 to address these challenges in a tax-efficient manner?
  • Do my beneficiaries have sufficient financial knowledge to manage their future wealth?
  • As a business owner, how can I ensure a smooth transition to family members or a business partner?

A Private Wealth Management advisor will work with you and your legal and tax advisors to address these concerns and endeavor to create a tax-efficient wealth transfer plan.1 In fact, SunTrust can assist you in all aspects of establishing personal and charitable trusts, estate administration and settlement, and the wealth education of your heirs and beneficiaries.

SunTrust has helped families like yours with wealth transfer planning.

Case Study 7: Eleanor is a widow who wants to maximize her income and support her alma mater without significantly diminishing her children’s inheritance.

Case Study 8: Grace and Frank want to create an estate plan that will provide for their daughters’ inheritance while supporting a charitable cause.

Case Study 9: Sam wants to transfer his manufacturing firm to his sons, plan for their inheritance and fund his retirement.

Disclaimers

1SunTrust Bank and its affiliates and the directors, officers, employees and agents of SunTrust Bank and its affiliates (collectively, “SunTrust”) are not permitted to give legal or tax advice. While SunTrust can assist clients in the areas of estate and financial planning, only an attorney can draft legal documents, provide legal services and give legal advice. Clients of SunTrust should consult with their legal and tax advisors prior to entering into any financial transaction or estate plan. Because it cannot provide legal services or give legal advice, SunTrust’s services or advice relating to “estate planning” or “wealth transfer planning” are limited to (i) financial planning, multigenerational wealth planning, investment strategy, (ii) management of trust assets, investment management and trust administration, and (iii) working with the client’s legal and tax advisors in the implementation of an estate plan.

Securities, Investment and Insurance Products and Services:

  • Are Not FDIC or any other Government Agency Insured
  • Are Not Bank Guaranteed
  • May Lose Value

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