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 building a better future for our Wealth clients. And for now, you don’t need to do a thing. You’ll continue working with the same advisor team over the course of the transition. As we near completion of the merger, we invite you to visit Truist.com to hear directly from Kelly King and Bill Rogers about why we’re so excited about the future – yours and ours.
This issue of BB&T Perspectives continues our 2019 focus on planning for the future. Our feature client, Carlos Hernandez, and his family show how important understanding and valuing the past is to future success. Learn about the Hernandez family’s journey and accomplishments in their article, The Secret Ingredient: Family (and a Bit of Key Lime).
Just as the Hernandez family planned their future, how about some financial planning for your family? Terry-Ann Orman discusses the importance of planning how and when to distribute your wealth in her article, Wealth Distribution Strategies: Four Questions to Explore. In the article, Philanthropic Planning Basics, Volume 2, John Marold explains important aspects of planning your charitable giving to benefit worthwhile causes while taking into consideration the tax benefits and consequences.
Planning for the future also means managing risks. In, Asset Protection – Planning Ahead, his first in a series of articles, Nathan Duncan offers insights into how to protect your assets by mitigating risks from issues you may never expect such as divorce, lawsuits, cyberthreats and more. Valerie Hedley offers guidance about other assets you may not consider – your digital assets. Read her article, iPlanning: Digital Assets and Estate Administration, for valuable guidance in the ever-changing digital landscape.
As you can tell from these articles and more in this issue of BB&T Perspectives, we are committed to offering you products, services, support and insights to ensure your future is bright. Stay tuned as we share progress about how our new organization will boost our ability to offer you even more in the months ahead. As always, thank you for your trust in all of us at BB&T Wealth.
Manager, Wealth Division