Wealth Solutions Center – Putting Clients First
“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,...
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Philanthropic Planning Basics, Volume 2
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.
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Asset Protection – Planning Ahead
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. However, protecting those assets for the long term is all too often overlooked, or considered at most as an afterthought.
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iPlanning: Digital Assets and Estate Administration
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?
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To Our Readers
As I’m sure you are aware, BB&T is in the midst of one of the most exciting chapters of our long and successful history. In February, BB&T and SunTrust announced a proposed merger of equals expected to close in the fourth quarter of this year.
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Building a Legacy, Living the Dream
He’s a tireless entrepreneur, a self-made millionaire and a job creator – but at his core, Jack Cassell is a family man. And his dad would be proud.
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Anchors Aweigh to Freedom, Open Air and Adventure
If you find yourself dreaming about sailing the Caribbean, retiring on a yacht and just remembering the joys of your first fishing trip as a kid, you are not alone. Here’s what to consider to make those dreams come true.
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Profiles in Leadership – Manny Ohonme
Emmanuel “Manny” Ohonme, world-renowned businessman, author, speaker, philanthropist and social entrepreneur.
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Finding Your Leadership Purpose
Leadership purpose is your internal understanding of why you’re doing what you’re doing and ideally ties to your values, hopes and worldview. It’s what matters to you. And it should be evident in your daily actions.
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To Our Readers
With the holiday season here, you probably have many people and events clamoring for your time and attention. Our goal with this issue is to offer you an opportunity to focus a little time on you, your interests and your values.
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