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Protecting Your Financial Legacy

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  • /Static/RC/Images/Featured/Year-End Charitable Giving Options_704x343.jpg
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    Infographic: Year-End Charitable Giving Options

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    What You Need to Know About Charitable Gifts and Taxes

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    Get the most from the tax breaks that accompany donations

  • 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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  • Available resources for parents of special needs children
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    Available resources for parents of special needs children

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SummaryList
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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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Your Charitable Donations: Giving with a Donor-Advised Fund

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Earn tax deductions and other benefits by donating to a donor-advised fund

Donating to a donor-advised fund (DAF) is convenient, tax-deductible, and can be passed down. Learn whether a DAF makes sense for your charitable donations. Read More

Smart Strategies for Charitable Donations
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Smart Strategies for Charitable Donations

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A plan helps you make a greater impact on a favorite cause

A charitable giving plan ensures that your tax-deductible donations have the greatest impact on the non-profit organizations you cherish most. Read More

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Charitable Giving

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

Sharing Your Estate Plan with Your Family
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Fill In Your Family On Your Estate Plan

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Estate planning and end-of-life care are important conversations to have with your family so everyone is on the same page when it comes to finances. Read More

Long-Term Care Insurance Considerations
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Do You Need Long-Term Care Insurance?

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Long-term care insurance is one way to help preserve your nest egg, take the stress off family and provide long-term health care when you need it. Read More

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Make Sure Your Charitable Dollars Are Put to Work

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You want the confidence that your charity is using your donations wisely. But how can you tell? Read More

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Types of Insurance

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If your coverage is sufficient, insurance can provide both peace of mind and financial security to you and your loved ones. Read More

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Understanding Long-Term Care Insurance

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As the costs of home care, nursing homes, and assisted living escalate, you probably wonder how you're ever going to be able to afford long-term care. One solution that is gaining in popularity is long-term care insurance (LTCI). Read More

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Why You Need Disability Insurance

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I have disability insurance at work. Is there any reason why I'd need to buy a policy on my own? Read More

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Comparing Long-Term Care Insurance Policies

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Comparing LTCI policies is easier when you know what to look for and follow a few simple guidelines. Read More

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How Does Cash Value in a Life Insurance Policy Really Work?

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Whether you've had a long-term care insurance (LTCI) policy for years or you're thinking of buying one, it's critical to understand exactly what set of conditions will trigger coverage. 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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Long-Term Care Insurance: How Does It Work?

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Whether you've had a long-term care insurance (LTCI) policy for years or you're thinking of buying one, it's critical to understand exactly what set of conditions will trigger coverage. Read More

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Should You Buy Long-Term Care Insurance?

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If you're concerned about protecting your assets and maintaining your financial independence in your later years, long-term care insurance (LTCI) may be for you. Read More

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Split Dollar Insurance Plans

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Split dollar life insurance plans can help you attract and retain employees, reward key executives, and fund severance packages and certain other benefit plans. Read More

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Health Insurance in Retirement

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When you retire you will probably focus more on health care than ever before. Staying healthy is your goal, and this can mean more visits to the doctor for preventive tests and routine checkups. 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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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.