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

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    Welcome to the latest generational Catch-22: older parents for whom money matters are a taboo topic, surrounded by their adult children who balk at broaching the topic for fear of appearing to be more concerned about the money than the parent’s well-being.

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    Stay-at-home parents have one of the most rewarding jobs out there, but it’s also one of the toughest. Follow these simple-but-essential steps to make sure your family is on the right financial track.

  • Financial Planning for Blended Families

    Merging families requires careful planning and open and honest dialogue to align different financial values, attitudes, behaviors and resources.

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