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Trust and Estate

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  • 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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    Fill In Your Family On Your Estate Plan

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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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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: 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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Charitable Giving

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Charitable giving can play an important role in 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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Wills: the Cornerstone of Your Estate Plan

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

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Managing Wealth Across Generations

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Experts discuss estate planning, with topics that include preparing children to be beneficiaries, managing cash flow, and understanding how trusts work. Watch Now

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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.