Transferring Your Wealth

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

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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.