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Protecting fragile futures.

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.

  • 1st Party Trusts can help protect settlement funds so your child remains eligible for public benefits.
  • 3rd Party Trusts can be funded by parents or grandparents as part of their estate plan to ensure that the long-term care needs of a loved one with a disability will be met.

Articles and resources that can help you on your journey.

5 Steps to Streamlining Wealth Transfer

Planning and communicating are critical to the success of wealth transfer. These five steps can help guide you as you make your plan and prepare your heirs for the eventual transfer of your estate.

Read the Full Article >

DISCLAIMERS

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.
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