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Make an Impact

Think about creating a separate giving plan as part of your estate plan. Explore the many alternatives to both provide for your family and make a meaningful impact on the causes you care about most.

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.

Assess Your Estate Plan

Grow, Protect and Transfer Your Legacy

If philanthropy is important to you, create a focused giving plan. Many gifting vehicles can shrink your taxable estate while sharing your wealth with family or favorite charities now. Your plan should consider transfer options and their tax and income implications.

See More About Charitable Trusts and Planned Giving Services
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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