Key Differences Between Executors and Trustees
These two roles have subtle differences. Depending on how an estate is structured, there may be both an executor and a trustee, who may or may not be the same person.
- Managing Your Assets How to Be the CFO of Your Personal Finances
- Philanthropy Family Philanthropy: Finding Values Across Generations
- Wealth & Your Family 3 Funding Options for Education Expenses
- 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.
Wells Fargo & Company and its affiliates do not provide legal advice. Well Fargo Advisors is not a tax or legal advisor. Please consult your tax or legal advisors before taking any action that may have tax or legal consequences and to determine how this information may apply to your own situation.
Estate plans need to be prepared and reviewed by an attorney who specializes in estate planning and is licensed to practice estate law in your state.