February 2021
View the Conversations newsletter online
Print All Articles

Today's takeaways: Legacy planning insights, how real estate investing could help your portfolio, and what trust beneficiaries should know.

Things to know about estate and legacy planning, investing in real estate for portfolio diversity, and what trust beneficiaries can expect. Plus, potential tax benefits of gifting a home, and getting started in voluntourism despite travel restrictions.

Listen Now! Estate and legacy planning: What works, what doesn’t

In this 16-minute podcast, we explore the lessons we can all learn from families who have — or haven't — addressed legacy planning.

Investments

How real estate investing may fit in your portfolio

Investing in real estate can help better diversify a portfolio and help generate predictable income, but comes with its own set of risk factors.

Explore more

Wealth Transfer

What — and who — trust beneficiaries should know

If you're named the beneficiary of a trust, grantors, trustees, and others can play important roles concerning what happens next.

Explore more

Wealth Transfer

Gifting equity in a home

There can be many personal and tax benefits for families who choose to give the gift of equity.

Explore more

Travel

Voluntourism: What to expect in 2021

Voluntourism has changed. Here's how to get involved today — and what to expect in the future.

Explore more

Like What You See?

Find insights and inspiration for your finances, your business, your giving, and your life at Wells Fargo Conversations.

Explore Conversations

View Newsletter Online Contact Privacy Policy

Protect yourself online. Learn how fraudsters may take advantage of economic and business changes.

Contact Us: If you have questions, please respond to this message using the 'Reply' button.

This information is provided for educational and illustrative purposes only.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Not available in all states.

Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A., and its various affiliates and subsidiaries. Wells Fargo Bank, N.A., is a bank affiliate of Wells Fargo & Company.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A.

Wells Fargo & Company and its affiliates do not provide legal or tax advice. Please consult your legal and/or tax 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 tax return is filed.

Deposit products are offered by Wells Fargo Bank, N.A. Member FDIC.

Wells Fargo Bank, N.A. (the "Bank") offers various advisory and fiduciary products and services. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may refer clients to the bank for an ongoing or one-time fee. The role of the Financial Advisor with respect to bank products and services is limited to referral and relationship management services. The Bank is responsible for the day-to-day management of non-brokerage accounts and for providing investment advice, investment management services, and wealth management services to clients. The Financial Advisor does not provide investment advice or brokerage services to Bank accounts, but does offer, as applicable, brokerage services and investment advice to brokerage accounts held at Wells Fargo Advisors. The views, opinions, and portfolios may differ from our broker-dealer affiliates. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.

© 2010-2021 Wells Fargo Bank, N.A. All rights reserved. NMLSR ID 399801

Equal Housing Lender.