Wealth Insights

Upcoming Change to Estate Tax Exemption

Andrea N. Vaioli, AIF® BFA™ Vice President, Senior Relationship Manager, Synovus Wealth Management & Trust Services
Jan 03, 2024

Estate Planning

Legacy Planning is more than Estate Planning

Your legacy is bigger than your balance sheet. An effective estate plan, which protects and distributes your assets, is only one part of your larger legacy plan.

Estate Planning

Why a Business Succession Plan is Important

Only about one-third of family businesses have a formal succession plan in place, learn how to prepare.

Estate Planning

What happens if you die without a will

State laws dictate how property is distributed when someone dies without a will.

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