It’s important to choose someone who is trustworthy, responsible, and conscientious. —Maurice E. Quiroga, CTFA, Senior Vice President – Senior Fiduciary Advisory Specialist, Wells Fargo Private Bank
How to Choose a Trustee: 3 Common Misconceptions
The trustee you choose can have a lasting impact on your estate and your beneficiaries. Here are some common misconceptions about the decision—and what to consider instead.
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What can Wells Fargo do for you?
As you think about your legacy and wealth transfer goals, take time to sit down with your wealth management professional and outline your vision.
Wells Fargo and Company and its affiliates do not provide legal advice. Wells Fargo Advisors does not provide tax or legal advice. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your taxes are prepared.
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
This information is provided for educational and illustrative purposes only.