Estate Planning | SunTrust Resource Center

Estate Planning

  • Intrafamily Loans

    With interest rates still near historic lows, wealthy parents may want to consider using intrafamily loans to help adult children fund an array of needs.

  • Protecting Your Estate from the Ravages of Long-Term Care

    An unexpected healthcare event requiring long-term care can quickly wipe out a sizable portion of assets. Instead of self-funding these expenses, you may want to consider purchasing insurance.

  • Equalizing Inheritances with a Family Business

    Estate planning can be challenging when most of your family’s wealth is tied up in illiquid assets. But there are solutions that can help ensure inheritances are both equal AND fair.

  • The Millennial Misperception

    Millennials tend to be exceedingly cause-driven and charitable. Find out how you can help foster those qualities and start your millennials on the road to financial confidence.

  • Why You Shouldn’t Make Choices on Healthcare Costs Alone

    Comparing healthcare costs can be valuable, since it doesn’t make sense to pay more for the same quality of care. But for the best outcomes, it’s important to make an informed decision about your care that takes into consideration quality and a patient-focused approach to care as well as cost.

  • 5 Steps to Streamlining Wealth Transfer

    Planning and communicating are critical to the success of wealth transfer. Five simple steps can help guide you as you establish your plan and prepare your heirs for the eventual transfer of your estate."

  • Protecting Your Children’s Inheritances

    Rather than as a way to bypass estate taxes, more and more parents are turning to trusts as an ideal way to ensure that the financial legacy they leave their adult children is protected.

  • Why Establish a Special Needs Trust?

    A special needs trust is one planning option that can help with the financial challenges of caring for a loved one with a disability.

  • Wills: the Cornerstone of Your Estate Plan

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

  • Infographic: Is Long-term Care Worth it for Wealthy Individuals?

    Smart planning is essential for LGBT seniors to ensure they’re happy, healthy and financially prepared to enjoy the years to come.

  • 3 Stages of Effective Wealth Transfer

    Passing on your wealth is a celebration of your legacy and a means of putting your children and other heirs on sure footing. Without adequate planning, however, the wealth transfer process can be stressful.

  • Choosing the Right Executor for Your Estate

    Many people turn to a family member to serve as the executor of their estate. But given the complexity of the challenge, the required time commitment and the emotional toll, is that the best choice?

  • Infographic: Planning for Your Long-term Care Needs

    It's never too early to review your financial plan and your long-term care coverage. Taking action now can have a lasting impact on your retirement years.

  • Podcast: Leaving a Lasting Legacy

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

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

    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.

  • Charitable Lead Trust or Charitable Remainder Trust

    You don’t have to be Bill Gates to enjoy the benefits of a charitable trust. These vehicles can serve as a beneficial component of any family’s estate plan.

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