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Article

Wealth Transfer Planning Do’s and Don’ts for Blended Families

multigenerational blended family after remarriage
When marriage joins two families, what happens to the spouses' estates? Take these steps to help minimize any potential issues.
Article

How to Plan for Uncertainty

businessman looking out office window
Uncertainty about the future is unavoidable—which is why flexibility should be part of your wealth planning strategy. 
Podcast

How to Help the Next Generation Find Their Voice

podcast - helping the next generation find their voice
Wells Fargo Private Bank discusses three ways to help improve family communication.
Article

Special Needs Trusts: An Estate-Planning Strategy for Parents and Grandparents

mother and daughter with special needs
What to know about first-party vs. third-party Special Needs Trusts, plus other key strategies for parents and grandparents of children living with special needs. 
Infographic

4 Tips to Help Reduce Your 2018 Tax Exposure

illustration depicting strategy
View our animated info bite for actions to consider taking before the end of 2018.
Article

Recharge for the Holidays at a Luxury Retreat

woman doing yoga at holiday retreat Rancho La Puerta
A preholiday retreat at one of these destinations could be the key to your best holiday season yet.
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