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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Our infographic shows some of the trends in trust use — you may be surprised by the stats.

To be prepared if and when changes come, maintain a flexible estate planning strategy.  

Even if your assets are held in a revocable trust, these issues can cause headaches for you and your beneficiaries.

Our ebook shares tips on how to handle being an executor or trustee and managing the aftermath of a loved one's passing.

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.

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Your success is our priority, and we specialize in helping clients overcome complex wealth management challenges.

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