Economic Matters
What to know about a Qualified Personal Residence Trust (QPRT)
A QPRT is a powerful financial tool that allows homeowners to transfer the title of their primary residence or vacation home into an irrevocable trust. This strategy presents a multitude of benefits, primarily in terms of estate planning and tax savings.
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Synovus Perspectives
Our investment management experts provide analysis of market trends to help you make wiser investment decisions. Click to read our monthly newsletter or watch recent financial media coverage.
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Life Event
What to do financially when your marital status changes
Marriage and divorce are among life’s most significant events. Changes can affect everything from your finances to your taxes, and your retirement and estate plans.
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Economic Matters
The Pros and Cons of Borrowing Against Your Securities
Loans against investments can be a good deal for investors who need cash but who want to avoid selling securities and paying taxes.
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Economic Matters
Hear our panel’s expert analysis of 2024 and outlook for 2025
If you missed our Q1 Wealth Services webinar, here is your chance to hear Mike Sluder, Chief Investment Officer at The Family Office at Synovus, Patrick Maffett, Portfolio Manager, Synovus Trust Company, and Jennifer Steube, Senior Portfolio Manager, Synovus Trust Company, share their review of 2024 and identify key trends for 2025.
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