You have very specific estate planning goals. Some are universal, like minimizing taxes and avoiding complications for your beneficiaries. Others may not be so typical, like providing for a dependent with special needs or ensuring the smooth transition of your family business.
Each of these needs requires the meticulous attention of trust and estate planning experts who will work closely with you, your beneficiaries, attorneys, accountants and other advisors to craft solutions to protect and preserve your family’s assets for generations to come. For nearly 125 years, SunTrust has been working with successful families like yours to ensure the fulfillment of their legacy wishes.
SunTrust 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.
The SunTrust Weekly Market Monitor provides a view of last week’s market events.
The days of marketers pitching products and services to consumers and telling them what they need seem long gone. Instead, marketers are conversing directly with consumers, responding to questions and requests through social media.
Loan officers and real estate agents are key players in the home buying process, so it’s important that these professionals work well together. Sometimes, though, this is easier said than done.
Home financing options—led by conventional loans—remain in high demand even as interest rates and home prices edge higher from recent levels.
How technological trends—from mobile apps to social media to digital mortgage options—are improving the mortgage application process.
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