Who is going to take care of my loved one with special needs when I pass away, and how much is it going to cost? For any parent of a child with a disability, it is likely the single most worrisome financial planning question of all.
You want to ensure that the physical and financial care of a loved one with special needs is provided for, while carefully considering the willingness and ability of other family members to assume physical, as well as financial caregiving, obligations after you are gone..
By working with your SunTrust advisor to establish a Special Needs Trust, you can shift that financial responsibility to a professional money manager, so family members can simply focus on providing love.
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 latest generation of business banking and payments technologies offers forward-thinking businesses the unprecedented ability to collect payments in less time, with less effort and without a great deal of your attention.
Use this mortgage refinance calculator to compare your existing monthly mortgage payment with a refinanced loan.
Like all homebuyers, millennials may need a little assistance determining what they can afford, especially in light of current priorities.
This podcast offers insights on what’s driving millennial homebuyers today, what they perceive as risks and how their lifestyles differ from generations before them.
Taking stock of your big-picture financial goals can help you evaluate all the factors when thinking about refinancing.
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