Wealth Planning

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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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Wealth Planning

Who should be your trustee?

Choosing a trustee is a critical part of trust planning. Understanding what a trustee is and who should be the trustee of your trust can help ensure your assets are managed effectively and your wishes are carried out.

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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.