Estate Settlement Essentials Ebook
Our ebook shares tips on how to handle being an executor or trustee and managing the aftermath of a loved one's passing.
- Managing Your Assets Personalizing Your Investment Portfolio
- Philanthropy Family Philanthropy: Finding Values Across Generations
- Wealth & Your Family Helping Your Children Connect Wealth With Their Values
- Trending Topics 5 Ways Financial Technology Is Shaping Your Future
- Transferring Your Wealth Special Needs Trusts: An Estate-Planning Strategy for Parents and Grandparents
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.
This information is designed to provide general information regarding the estate settlement process, but it is not exhaustive. We encourage you to work closely with your tax advisor and estate planning attorney during this difficult time.