Even if your assets are held in a revocable trust, these issues can cause headaches for you and your beneficiaries.
This wealth transfer option may be a tax-effective way to financially support aging parents and your children.
Whether your assets are business or personal, planning early can help smooth the way when it comes to passing them down.
The estate planning process can be challenging. Find tips for navigating important decisions in our ebook.
Wells Fargo Private Bank discusses the importance of sharing your finances and estate planning information with your family.
Couples splitting up as they get older should pay close attention to issues involving retirement income and future wealth transfer.
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As you think about your legacy and wealth transfer goals, take time to sit down with your relationship manager and outline your vision.