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. Your BB&T Wealth team provides the tools you need to create a solid estate plan to carry out your wishes.
Enhance and preserve assets
Planning that helps maintain financial security during your lifetime and after
Estate planning instruments—like a Healthcare Power of Attorney, Financial Power of Attorney, Living Will, Last Will and Testament and a Revocable Trust—can provide:
- Tax-advantaged transfer of assets, reduced fees and increased privacy
- Continuity of asset management for your spouse or other beneficiaries
- Financial solutions for your heirs across multiple generations
- Support for your philanthropic goals
- Financial protection if you become disabled
- Generational financial protection for your children and grandchildren
Achieve goals through trusts
Trust creation that's structured around your financial goals
BB&T Wealth helps you:
- Optimize assets
- Minimize probate administration
- Ensure ultimate distribution of your estate in the exact way you want
- Secure favorable tax treatment for assets
- Create a mechanism for charitable gifts
Settle your estate
Professional estate and trust management that protects your beneficiaries' financial welfare
As an executor and trustee, we:
- Complete personal, estate and fiduciary tax returns with the IRS
- Complete probate court filings
- Invest and safeguard personal, financial and unique assets
- Maintain complete financial records and provide reporting to the beneficiaries
- Distribute income and principal according to the directions of your will or trust agreement
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BB&T Perspectives (Article)
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? (Article)
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.
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Investment and Insurance Products:
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Services provided by the following affiliates of Truist Financial Corporation: Banking products and services, including loans and deposit accounts, are provided by SunTrust Bank and Branch Banking and Trust Company, both now Truist Bank, Member FDIC. Trust and investment management services are provided by SunTrust Bank and Branch Banking and Trust Company, both now Truist Bank, and SunTrust Delaware Trust Company. Securities, brokerage accounts and/or insurance (including annuities) are offered by Truist Investment Services, Inc. (d/b/a SunTrust Investment Services, Inc.) and P.J. Robb Variable Corp., which are SEC registered broker-dealers, members FINRA, SIPC, and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc. (d/b/a SunTrust Advisory Services, Inc.), GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Mortgage products and services are offered through SunTrust Mortgage, a tradename for SunTrust Bank now Truist Bank. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, Inc., AR license #100103477, a wholly owned subsidiary of Truist Insurance Holdings, Inc.
"Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist Financial Corporation: SunTrust Bank now Truist Bank, our commercial bank, which provides banking, trust and asset management services; Truist Investment Services, Inc., a registered broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products; Truist Advisory Services, Inc., an SEC registered investment adviser which provides Investment Advisory services.
Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are marketing names used by affiliates of Truist Financial Corporation.
Truist Securities is the trade name for the corporate and investment banking services of Truist Financial Corporation and its subsidiaries, including Truist Securities, Inc., member FINRA and SIPC.
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.
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Branch Banking and Trust Company is now Truist Bank. Learn more.
BB&T and SunTrust have merged to become Truist. Both institutions will continue to offer independent product lines for a period of time. This may include differing underwriting guidelines, product features, terms, fees and pricing. Our friendly teammates at your local SunTrust branches will be happy to walk you through their respective products. You can also learn more by contacting them at 800-SUNTRUST or SunTrust.com.