Trust and Estate Planning

Define the legacy you want to leave

A plan to care for your heirs and your goals

Properly prepared trust accounts and thoughtful estate planning are excellent ways to provide for your family, protect your assets and begin defining your legacy.

Estate planning and settlement services

Effective planning protects your family and your assets and helps your estate move smoothly through the settlement process:

  • Enhancing and preserving assets
  • Achieving goals through trusts
  • Resolving your estate objectively and efficiently, according to your wishes

Trust services

Trusts can help maintain your financial goals if you become incapacitated and can seamlessly transfer your assets to your heirs and other recipients.

We offer a variety of solutions:

  • Revocable trusts
  • Insurance trusts
  • Qualified personal residence trusts
  • Intentionally defective grantor trusts
  • Grantor retained annuity trusts
  • Various charitable trusts
  • Many others, depending on your needs

Charitable gifting and philanthropic services

There are many ways you can spend your money; charitable gifts and philanthropy can be some of the most rewarding. Your BB&T Wealth advisory team can help you:

  • Create a charitable gift and philanthropy budget
  • Evaluate and implement options for giving:
    • Direct gifts from qualified or non-qualified assets
    • Endowments
    • Charitable trusts
    • Foundations

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Integrated services

Your BB&T Wealth advisor will help you create a comprehensive, strategic plan to integrate and coordinate your banking, credit, investments, risk management, and trust and estate planning services.

Comprehensive Financial Planning

Simplify your complex financial life with a BB&T Wealth advisor who can help you see the big picture.

Retirement and Investing

Bring your short- and long-term financial goals into focus with customized planning and investment strategies as well as self-directed services.

Risk Management

Learn how to protect your wealth with insurance options that suit your needs.

Only deposit products are FDIC insured.

Traditional banking services are provided by Branch Banking and Trust Company, Member FDIC.

Investment solutions are provided by BB&T Investments, a division of BB&T Securities, LLC (opens in a new tab) member FINRA (opens in a new tab)/SIPC (opens in a new tab). BB&T Securities, LLC is a wholly-owned nonbank subsidiary of BB&T Corporation. Securities and insurance products or annuities sold, offered or recommended by BB&T Investments are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value.?

Insurance products and services offered through McGriff Insurance Services, Inc., a subsidiary of BB&T Insurance Holdings, Inc., are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may go down in value.

The information provided should not be considered as tax or legal advice. Please consult with your tax advisor and/or attorney regarding your individual circumstances.