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.
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You want to leave a mark during your life and for generations after. Wells Fargo Conversations highlights relevant options.