Transferring Wealth

Your values, your estate. Passed down together

The wealth you’ve created can be significantly enhanced by the legacy you leave

Transferring your wealth is about so much more than the distribution of your assets. It considers the causes you want to support, the estate or business you want to hand over, and the heirs you want to protect. It focuses on your deepest values and evaluates your entire financial picture to position your wealth in ways that enrich the lives of others for years to come.

At BB&T Wealth, we recommend asset transfer strategies that further your philanthropic and tax reduction goals during your lifetime, and allow for your wishes to be carried out beyond your lifetime.

Where are you on your journey?

Shaping a legacy

Thinking about your legacy drives successful outcomes in every area of a person’s life—from financial circumstances to family relationships to philanthropic impact.

Protecting assets

Legacy planning makes it easier to handle complex wealth issues and achieve peace of mind by protecting your wealth from long-term costs and providing financial security for those you love.

Giving back

For many people, giving back is incredibly important and rewarding—making the world a better place for yourself, your children and future generations.

Ready to take the next step?

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800-228-9798

BB&T Wealth

Your dedicated BB&T Wealth advisor works with you to coordinate, integrate and assimilate all facets of your financial life and all segments of your financial strategy using our exclusive wealth management solutions.

Our solutions

Comprehensive Financial Planning

A strategy designed just for you that considers all of your personal needs and business plans.

Banking

With the Vantage Suite of Services, your accounts are integrated to make your financial life as convenient and rewarding as possible.

Strategic Credit

Mortgages, lines of credit and customized lending solutions can be powerful monetary levers to support your overall financial strategy.

Risk Management

The appropriate insurance coverage can safeguard your assets from unexpected disasters and preserve your wealth for future generations.

Retirement and Investing

A detailed plan and customized investing strategy will position you to meet your short- and long-term goals.

Trust and Estate Planning

You can leave an enduring legacy that protects your estate while supporting your philanthropic interests.

Your priorities

Managing Personal Wealth

Handle everyday finances, prepare for life events and protect your wealth to achieve your financial goals.

Optimizing Business Wealth

Grow your business, protect its value, and make a transition plan.

Planning for Retirement

Develop your strategy with a holistic vision that addresses every stage of your retirement journey.

Loans, lines of credit and credit cards are subject to credit approval.

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 offered through McGriff Insurance Services, Inc., a subsidiary of BB&T Insurance Holdings, Inc., are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may go down in value.

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.