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Estate Planning & Charitable Giving

As much as you’ve enjoyed financial success, considering what happens to your legacy when you are no longer here can be a daunting task. That’s where we come in. When it comes to planning your estate our team of professionals offer all the wealth management tools you’ll need to make informed decisions both now and in the future.

Estate Administration   Estate Planning
  One of the more important parts of creating an estate plan is selecting a representative to settle your estate according to your intentions. Regions Private Wealth Management can take on all of the responsibilities.    

An estate plan allows you to direct how and to whom your property will be distributed after your death. If you have no estate plan at all, your property could be distributed according to your state's intestacy laws without regard to family needs or your desires.

         
Specialized Trust Administration   Charitable Trust and Planned Giving Services
 

An effective tool for managing your assets during your lifetime and for the benefit of your loved ones after you are gone is to establish a trust. A trust is designed to ensure that your assets will be managed in the future according to your wishes, as well as providing significant tax advantages to help you preserve those assets in the present.

    Charitable giving can play an important role in many estate plans. Philanthropy cannot only provide great personal satisfaction, it can also give you a current income tax deduction, let you avoid capital gains tax, and reduce the amount of taxes your estate may owe when you die.

 

Investments in securities and insurance products held in trust accounts are not FDIC-insured, not deposits of Regions Bank or its affiliates, not guaranteed by Regions Bank or its affiliates, not insured by any federal government agency, and may go down in value.