Your Life Priorities: Wealth Transfer & Inheritance

Create your lasting legacy.

You make the most of every chance to do what’s right rather than what’s easy—taking time to give to those in need, and ensuring that your heirs have the means to forge their own path. We understand that wealth affords you the resources not only to live the life you desire, but to make a profound difference in the lives of others.

Whether you’re looking to leave a meaningful legacy for your loved ones or establish a more structured approach to charitable and philanthropic endeavors, we share your concerns, your hopes, your work ethic and most importantly, your values.

Just a few of the many ways we can help you create a wealth transfer plan:

Articles and resources that can help you on your journey.

SVP and Head of Financial Planning, Joe Sicchitano, explains the importance of financial education for children and grandchildren and shares tips for getting started.

 

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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.

 

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Which one is right for you?

 

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Want to explore other Life Priorities?

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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. Clients of SunTrust should consult with their legal and tax advisors prior to entering into any financial transaction.

Wealth Management Resource Center

  • Market Perspective

    SunTrust Private Wealth Management’s Market Perspective provides a view of the latest market events. Read the most recent report here.

  • Investing Amid a Carousel of Concerns

    The Carousel of Concerns, a mainstay of this bull market, continues to turn. As one worry recedes and another comes to the forefront, we anticipate modestly positive year ahead. Here are the key themes to watch out for in 2019.

  • SunTrust Investment Advisory Group: Weekly Market Monitor

    The SunTrust Weekly Market Monitor provides a view of last week’s market events.

  • CNBC: “Intense buying” suggests a path higher

    Chief Market Strategist Keith Lerner appeared on CNBC’s “Squawk on the Street” to discuss trade headlines, expectations going forward, S&P forward earnings estimates and more.

  • CNBC: Tariff Uncertainty Drives Market

    Chief Market Strategist Keith Lerner joined CNBC’s “Squawk on the Street” to discuss recent market choppiness, trade concerns, and our current view of the US economy.

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