Social Security Claiming Strategies

Social Security Claiming Strategies

For years, wealthy clients have discounted or even minimized the benefits of Social Security in their long-term financial plans. Social Security and the timing of claiming benefits can significantly impact a client’s financial lifestyle in retirement.

Collectibles as an Investment

Collectibles as an Investment

Art or collectibles, such as rare stamps, furniture, jewelry, coins, clocks, motor vehicles, wine and historic memorabilia are unique investments that can make up a sizeable portion of a person’s estate.

Home Is Where the Taxes Aren’t

Home Is Where the Taxes Aren’t

For many successful families, there are two crucial, but often overlooked factors in deciding the best place to live: (1) taxes and (2) asset protection. Some states have much more favorable laws on these issues than others.

Blended Families

Blended Families

For BB&T Wealth clients contemplating second marriages or for those already in blended family situations, there are various financial issues that may need to be addressed.

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