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Framing the Future

What will your legacy be? You may want to make a generous gift or transfer wealth to your heirs. Whatever your plans, preparing in advance allows you to make arrangements that preserve your values and intentions.

Have a Plan

Envision what you’d like to pass on. Is it financial security to your heirs? Gifts to organizations or institutions you care about? Both? Spend time identifying beneficiaries — and assets — and enjoy planning how you’ll share your legacy.

Assess Your Estate Plan

Create a Customized Investment Strategy

Develop an investment strategy that will bring your legacy to life. With your Wealth Advisor, explore both traditional and innovative ways to share your wealth, including trusts, endowments and foundations.

See Our Approach to Investment Management

Grow, Protect and Transfer Your Legacy

Don't just focus on strategies for building your legacy. The value of your estate will vary based on the transfer vehicle you choose. Be informed about wills, insurance beneficiary designations, trusts and other strategies to transfer wealth efficiently.

Explore Estate Planning and Charitable Giving
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This information is general in nature and is provided for educational purposes only. Regions makes no representations as to the accuracy, completeness, timeliness, suitability, or validity of any information presented. Information provided should not be relied on or interpreted as accounting, financial planning, investment, legal, or tax advice. Regions encourages you to consult a professional for advice applicable to your specific situation.

Banking products and services are provided by Regions Bank. 

*Investment, Annuities and Insurance Products

  • Are Not FDIC Insured
  • Are Not Bank Guaranteed
  • May Lose Value
  • Are Not Deposits
  • Are Not Insured by Any Federal Government Agency
  • Are Not a Condition of Any Banking Activity