Wealth Planning

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Whether you're investing, planning for retirement or preparing for what's next, explore insights and ideas to help you make confident financial decisions along the way.

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Intro guide to incapacity planning

With Americans living longer and the potential need for long-term care, it’s important to plan for the possibility of needing someone you trust to make financial and medical decisions on your behalf.

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Preparing the next generation for wealth

Successfully preparing the next generation for wealth means pairing financial resources with education, values and open communication. Taking a thoughtful, long term approach can help families turn financial opportunity into lasting impact.

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How to prepare and help protect your assets before marriage

Preparing for a wedding involves many decisions, from selecting a venue to planning a honeymoon. Another important step is understanding how to protect assets before marriage, including whether a prenup may be appropriate.

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Trump Accounts: What are they and what parents should know

As families consider different ways to save and invest in their children’s futures, a 530A account, also known as a Trump Account, introduces a new option focused on long-term growth. Here’s what to know about how they work and when they make sense.

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Wealth Planning

Trump Accounts: What are they and what parents should know

As families consider different ways to save and invest in their children’s futures, a 530A account, also known as a Trump Account, introduces a new option focused on long-term growth. Here’s what to know about how they work and when they make sense.

Read More

Wealth Planning

How to prepare and help protect your assets before marriage

Preparing for a wedding involves many decisions, from selecting a venue to planning a honeymoon. Another important step is understanding how to protect assets before marriage, including whether a prenup may be appropriate.

Read More

Wealth Planning

Understanding 529 rollover to Roth IRA

529 college savings plans offer many benefits to families preparing for soaring tuition down the road.

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Wealth Planning

Creating an estate plan for your wealth

Creating an estate plan is an important part of wealth planning and can have long-term financial and family implications. Taking time to understand the key elements of an estate plan can help ensure your wishes are carried out and your legacy is protected.

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Wealth Planning

The lasting benefits of a dynasty trust

A dynasty trust can be a powerful tool for preserving wealth across generations. Understanding what a dynasty trust is can help families protect assets and support long-term financial goals.

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Wealth Planning

Generational wealth transfer for the rest of us

Have you heard of the great wealth transfer? It isn’t just for the uber-rich. Get our expert tips for how you can help set up the next generation for financial freedom.

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Wealth Planning

Intro guide to incapacity planning

With Americans living longer and the potential need for long-term care, it’s important to plan for the possibility of needing someone you trust to make financial and medical decisions on your behalf.

Read More

Wealth Planning

Preparing the next generation for wealth

Successfully preparing the next generation for wealth means pairing financial resources with education, values and open communication. Taking a thoughtful, long term approach can help families turn financial opportunity into lasting impact.

Read More

Wealth Planning

Financial planning for a special needs child

Shaping the financial future for a child with special needs is crucial to ensure they're taken care of even after you're gone. Get started by learning more.

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Investment, Insurance and Non-deposit Trust products are: NOT A DEPOSIT • NOT FDIC INSURED • NOT GUARANTEED BY THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • MAY LOSE VALUE

Huntington offers a full range of wealth management and financial services through dedicated teams of professionals within The Huntington National Bank and Huntington Financial Advisors®, as follows:

  • Banking solutions, including loans and deposit accounts, are provided by The Huntington National Bank, Equal Housing Lender and Member FDIC.
  • Trust and investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers, under the service mark Huntington Private Bank®.
  • Certain investment advisory solutions, securities, and insurance products are provided by Huntington Financial Advisors®.
  • Certain insurance products are offered by Huntington Insurance, Inc., a licensed insurance agency, and underwritten by third-party insurance carriers not affiliated with Huntington Insurance, Inc.

Huntington Financial Advisors® is a federally registered service mark and a trade name under which The Huntington Investment Company does business as a registered broker-dealer, member FINRA and SIPC, a registered investment advisor with the U.S. Securities and Exchange Commission, and a licensed insurance agency.

The Huntington National Bank, The Huntington Investment Company, and Huntington Insurance, Inc., are wholly-owned subsidiaries of Huntington Bancshares Incorporated.

Huntington Private Bank® is a federally registered service mark of Huntington Bancshares Incorporated under which The Huntington National Bank provides individualized services to certain customers who qualify based upon minimum investment or deposit criteria.  Please contact a Huntington Private Bank colleague for more information on eligibility requirements.