A plan to care for your heirs and your goals
Properly prepared trust accounts and thoughtful estate planning are excellent ways to provide for your family, protect your assets and begin defining your legacy.
Estate planning and settlement services
Make estate planning part of your total financial strategy
Effective planning protects your family and your assets and helps your estate move smoothly through the settlement process:
- Enhancing and preserving assets
- Achieving goals through trusts
- Resolving your estate objectively and efficiently, according to your wishes
Manage your assets and plan your estate with a trust
Trusts can help maintain your financial goals if you become incapacitated and can seamlessly transfer your assets to your heirs and other recipients.
We offer a variety of solutions:
- Revocable trusts
- Insurance trusts
- Qualified personal residence trusts
- Intentionally defective grantor trusts
- Grantor retained annuity trusts
- Various charitable trusts
- Many others, depending on your needs
Charitable gifting and philanthropic services
Design a well-thought-out plan to benefit both you and the charities of your choice
There are many ways you can spend your money; charitable gifts and philanthropy can be some of the most rewarding. Your BB&T Wealth advisory team can help you:
- Create a charitable gift and philanthropy budget
- Evaluate and implement options for giving:
- Direct gifts from qualified or non-qualified assets
- Charitable trusts
Ready to take the next step?
Choose a time for an advisor to call you.
Speak with an advisor.
BB&T Perspectives shares financial, leadership and lifestyle perspectives with the hopes of enhancing our clients' lives. Learn more about the financial planning topics our Wealth experts are discussing.
How Should I Structure and Execute My Will?
A last will and testament may be your most important financial document, and you'll want to consider the optimal ways to structure and execute it.
Only deposit products are FDIC insured.
Traditional banking services are provided by Branch Banking and Trust Company, Member FDIC.
Investment solutions are provided by BB&T Investments, a division of BB&T Securities, LLC(opens in a new tab), member FINRA (opens in a new tab)/SIPC (opens in a new tab). BB&T Securities, LLC is a wholly-owned nonbank subsidiary of BB&T Corporation. Securities and insurance products or annuities sold, offered or recommended by BB&T Investments are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value.
Insurance products and services are offered by McGriff Insurance Services, Inc.; Crump Life Insurance Services, Inc.; DBA BB&T Life Insurance Services; and BB&T Insurance Services of California, Inc., wholly owned subsidiaries of BB&T Insurance Holdings, Inc.
The information provided should not be considered as tax or legal advice. Please consult with your tax advisor and/or attorney regarding your individual circumstances.