Trust & estate planning
Manage wealth now & later through estate planning and trust options
Building a true family legacy that protects your family’s wealth and serves your needs in the near term, while preserving it for future generations, requires detailed planning and ongoing oversight and management. Working with Regions Private Management can point you toward steps that will help you reduce your estate tax obligations and make sound decisions about your wealth now.
Trust & estate planning services and capabilities
Our capabilities allow us to provide solutions you can rely on for both traditional and non-traditional needs, including but not limited to strategies that can implement the following:
- Establishing trusts based upon your needs, such as a special needs trusts to serve family members with disabilities or charitable lead and charitable remainder trusts to meet philanthropic goals.
- IRA rollover trusts to adhere to regulatory requirements while helping achieve retirement goals.
- Protect and grow your assets by aligning your wealth plan and investment strategy.
- Assistance in management of private family foundations.
- Reviewing or developing your estate plan.
- Providing solutions for distribution and tax planning for transferring wealth to your heirs.
- Considering family dynamics in the perpetuation of your legacy.
Benefits of our approach to trust & estate planning
Our trust & estate professionals are highly skilled & experienced
Regions Private Wealth Management provides a trust advisor in addition to a team of experienced professionals, such as Wealth Advisors and Portfolio Managers who provide significant financial and administrative skills and advice for your trust and estate planning needs.
We uphold a fiduciary standard of care
Bank fiduciaries apply an objective approach to the administration of accounts, ensuring that your interests are placed before ours. Our team is highly trained and understand how to administer a fiduciary account and avoid the mistakes that an inexperienced individual might make.
Your team will include both an advisor and an estate administrator
The demands of estate and trust administration are complex. Let Regions oversee the professional settlement of your estate and management of your trust. We can serve as executor or agent for executor as well as trustee or administrative agent for the trustee for all types of trusts.
Explore our trust & estate guidance
Article
The importance of reviewing your estate plan
Factors that affect your estate plan can change, resulting in a need to update your plan so that it continues to match your goals and minimize taxes.
Podcast
Estate planning: when to hire a professional executor
This podcast episode discusses what factors individuals should consider when choosing an executor, and the benefits of hiring a professional executor.
Article
Be nimble with your trust strategy
At many stages of life, trusts, long valued as tools to ease tax burdens, can aid individuals in estate planning, As the priorities in your life change, so, too, do your financial priorities.
Article
Establishing a family wide philanthropic plan
Finding common ground on causes that are close to the heart isn't always easy. Here's how to come together and instill the responsibility in rising generations.