What is estate planning?

Estate planning is the process of organizing your financial life so your assets are protected and passed on according to your wishes. It brings together tools like wills, trusts, and tax‑efficient strategies to help care for the people and causes that matter most to you. With thoughtful planning supported by advisors who understand your goals, you can feel confident knowing your legacy is built and protected with intention.

Estate planning with a Huntington advisor

Careful oversight and support

From legacy planning to everyday guidance, our advisors help manage trusts, estates, business succession, special needs planning, charitable giving, and financial education for future generations.

Looking out for you

Your local advisor works alongside your legal, tax, and investment teams to help you build a strategy that supports what matters now and what’s ahead. With thoughtful guidance and timely solutions, we're here to help you move forward with confidence.

Supporting your legacy

We help protect what you've built by overseeing trusts, settling estates, and managing distributions with care, clarity and respect for your wishes.

Digital banking for Private Bank

Digital tools, crafted for clarity

As a Private Bank client, you'll have access to digital tools designed to help you manage your wealth with clarity and control.

Banking and investing news

Stay informed, move with confidence

Explore timely updates and expert insights to help guide your financial decisions.

Learn more about estate planning

Estate Planning

Preparing a successor to build on your legacy

If you're preparing to pass down your business, identifying who will lead next is key. Here are a few things to consider for a smooth, successful transition.

Estate Planning

Creating an estate plan for your wealth

Estate planning helps protect your assets, honor your wishes, and support the people who matter most.

Estate Planning

Understanding trustee responsibilities

One of the most important decisions you must make when establishing a trust is naming a trustee to manage and preserve the assets you intend to pass on to your beneficiaries.

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Disclosures

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

The Huntington National Bank (“Huntington Bank”) offers a full range of wealth management and financial services through dedicated teams of professionals within the Huntington Private Bank® and Huntington Financial Advisors® as follows:

  • Banking solutions, including loans and deposit accounts, are provided by Huntington Bank, Equal Housing Lender and Member FDIC.
  • Trust and investment management services are provided by Huntington Bank, a national bank with fiduciary powers.
  • Certain insurance products are offered by Huntington Insurance, Inc. and underwritten by third-party insurance carriers not affiliated with Huntington Insurance, Inc.
  • Certain investment advisory solutions, securities, and insurance products are provided by Huntington Financial Advisors®, a financial advisory practice of Ameriprise Financial Services, LLC (“Ameriprise”). Huntington Financial Advisors® is the trade name of the investment program offered through Huntington Bank. Certain employees of Huntington Bank provide investment advisory, brokerage, and insurance services, offered by and through Ameriprise in their capacity as registered representatives of Ameriprise. Ameriprise is a registered investment adviser and broker-dealer member of FINRA and SIPC. Ameriprise is not affiliated with Huntington Bank, Huntington Insurance, Inc., or Huntington Bancshares Incorporated. Ameriprise and Huntington Bank partner to provide financial planning services and solutions to clients. Huntington Bank is not an investment client of Ameriprise; however, it receives revenue sharing payments from Ameriprise, which creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.

Huntington Private Bank® is a federally registered service mark of Huntington Bancshares Incorporated.

Huntington Financial Advisors® is a federally registered service mark of Huntington Bancshares Incorporated and is used under license.

Huntington Bank and Huntington Insurance, Inc. are wholly-owned subsidiaries of Huntington Bancshares Incorporated.

Minimum investment or deposit balance criteria apply with respect to the Huntington Private Bank. Please contact a Huntington Private Bank colleague for more information on eligibility requirements.