“Spouses in blended families can be reluctant to approach the subject of estate planning, but they need to explore this subject together for the benefit of the others involved.” —Katie Kellen, Wealth Advisor, Wells Fargo Private Bank
Wealth Transfer Planning Do’s and Don’ts for Blended Families
When marriage joins two families, what happens to the spouses' estates? Take these steps to help minimize any potential issues.
- Managing Your Assets Personalizing Your Investment Portfolio
- Philanthropy Family Philanthropy: Finding Values Across Generations
- Wealth & Your Family Helping Your Children Connect Wealth With Their Values
- Trending Topics 5 Ways Financial Technology Is Shaping Your Future
- Transferring Your Wealth Special Needs Trusts: An Estate-Planning Strategy for Parents and Grandparents
What can Wells Fargo do for you?
As you think about your legacy and wealth transfer goals, take time to sit down with your wealth management professional and outline your vision.
Wells Fargo and Company and its affiliates do not provide legal advice. Wells Fargo Advisors does not provide tax or legal advice. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your taxes are prepared.
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
This information is provided for educational and illustrative purposes only.