Comprehensive Estate Planning

Substantial assets call for distribution arrangements that the simple transfer of ownership in a will or through joint ownership cannot ensure. By constructing a customized estate plan, you will ensure the distribution of your assets under the specific circumstances and timing that you select.

As part of your Private Client team, BB&T’s fiduciary experts can assist you in determining the best approach to preserve, protect and transfer your wealth in a tax-efficient manner – within the context of your overall goals. In addition to minimizing or eliminating taxes on your estate, our comprehensive approach to financial and estate planning can include:

• A detailed review of your current estate plan
• Business succession planning
• Advice on multi-generational planning
• Management of your financial assets after your death
• Tax-efficient ways to achieve your philanthropic goals
• Management of the complexities, expenses and delays of probate

 

 

Please see our disclosure.