Footing the Bill for Family
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You know what combination gets complicated really fast? Money and family.

Episode 03 - Regions Wealth Podcast Series

Should you invest in your cousin’s startup? Pay your mother’s rent? What about your kids’ college tuition or a down payment? Private Wealth Management Regional Executive Lee Blank joins us in studio to discuss the implications of lending money to a loved one, and what you can do to protect yourself before financing your family. (14:03)

 

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Meet the Speaker

Lee BlankLee Blank is Market Executive for Middle TN and Regional Private Wealth Executive covering 150 branches from Nashville to Raleigh NC. He brings to our team more than 36 years of banking and relationship management experience with Regions. Lee focuses on more than just a client’s immediate needs – he also concentrates on the client’s complete financial picture, working closely with all the additional products and services that Regions Bank has to offer. Committed to his community, Lee serves on several boards, such as the Nashville Area Habitat for Humanity’s Advisory Board, Nashville Area Chamber of Commerce Board, and The Downtown Partnership Board. Want to find an advisor like Lee? Contact a Wealth Advisor today.

Listen to More in Our Podcast Series

Our Regions Wealth Podcast empowers you to be smart about life's financial challenges. Gain confidence in your personal or business financial strategy. Listen to more episodes to hear how experienced wealth advisors approach the big financial questions we all face.

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This information is general in nature and is not intended to be legal, tax, or financial advice. Although Regions believes this information to be accurate, it cannot ensure that it will remain up to date. Statements or opinions of individuals referenced herein are their own—not Regions'. Consult an appropriate professional concerning your specific situation and irs.gov for current tax rules. Regions, the Regions logo, and the LifeGreen bike are registered trademarks of Regions Bank. The LifeGreen color is a trademark of Regions Bank.