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As your life changes, your wealth plan may need to change, too. Start with insight from Wells Fargo Conversations.
Wells Fargo & Company and its affiliates do not provide legal advice. Wells Fargo Advisors is not a legal or tax advisor. Please consult your tax or 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.
This information is provided for educational and illustrative purposes only.