Honoring Heritage, Building a Better Future At the time the proposed merger of BB&T and SunTrust was announced, senior leaders were already asking a critical question. As two businesses with shared values and rich histories become one, how do you leverage that common...
We find ourselves on the cusp of the largest wealth transfer event in history as baby-boomers begin to see their wealth passed down to the millennial generation. It’s estimated 45 million households in the U.S. will transfer $68 trillion of wealth over the next 25 years
Welcome back to BBTPerspectives.com. We're so excited about our future and our ability to serve you better than ever. The merger of equals between BB&T and SunTrust is close to completion, and we're working diligently to enhance our shared belief of relentlessly...
Driven by family values, Carlos Hernandez has an insatiable appetite for success.
How great would it be if, as leaders, we were brought to our teams initially, and even periodically after that, with no access to work or direct activities and we were meant to simply listen?
“None of the issues the professionals at the BB&T Wealth Solutions Center deal with are exactly the same. But here is an example of how our morning may start,” explains Wealth Solutions Center Team Director Sean Mondichak. “It was a normal Tuesday morning for Kelly,...
The United States is a generous nation. Yet, from a practical point of view, charitable giving has valuable income tax benefits that can transform even the less altruistic into full-blown philanthropists.
Building wealth involves hard work, dedication and discipline. Spending your wealth and distributing it is often more complex and requires careful planning. So, what is the ideal time to think strategically about wealth distribution?
After a lifetime of careful stewardship, diligent planning and hard work, many affluent individuals begin to look at how to transfer the assets they have accumulated in the most efficient manner, both for tax purposes and family governance.
Name an executor, check. Retitle bank accounts into the name of your revocable trust, check. Designate beneficiaries for your retirement accounts, check. But not so fast … have you addressed digital assets in your estate plan?