Consider more than finances before signing on the dotted line.
A trust can be a great tool for passing assets to your descendants and can also help your grandchildren meet their goals.
Trusts may be helpful wealth-transfer tools for both taxable and nontaxable estates.
Emergencies (by definition) strike without warning; be prepared by having important documents in the right places.
Asking someone to serve as your executor isn't granting an honor. You're placing a responsibility on this person, and he or she needs to be up to the task.
Learn about important factors to consider in wealth transfer planning.
Your success is our priority, and we specialize in helping clients overcome complex wealth management challenges.Explore Our Solutions
You want to leave a mark during your life and for generations after. Wells Fargo Conversations highlights relevant options.