Previous Previous Item

What's the Right Mix?

Your tax strategy is an integral part of making sure your estate plan reflects your intentions. Understand how you can maximize income and minimize taxes using tools like charitable gifts, trusts, insurance, investment vehicles and more.

Have a Plan

Careful planning with a tax professional may help you reduce estate taxes and maximize benefits to your beneficiaries. Plan how best to use your estate tax exemption. And consider whether you should gift now to reduce the value of your taxable estate.

Begin with Financial Planning

Manage Your Capital

Understand the various tax strategies that can help you maximize returns on your invested capital. Work with your Wealth Advisor to identify tax-efficient investment vehicles, see where you can harvest losses to offset gains and keep a long-term perspective.

Explore Investments & Asset Management Services

Grow, Protect and Transfer Your Legacy

Include a comprehensive tax strategy as part of your retirement plan. Don't let your retirement assets be consumed by poor tax planning. Work with your Wealth Advisor to understand what makes sense for your situation.

Assess Your Estate Plan
Next Next Item

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