Skip to main content


This wealth transfer option may be a tax-effective way to financially support aging parents and your children.
Trusts may be helpful wealth-transfer tools for both taxable and nontaxable estates.
Sweeping changes enacted by the Tax Cuts and Jobs Act created potential opportunities for some real estate investors. Here's what you should know—and next steps to consider.
Five questions to ask your advisors following the passage of the Tax Cuts and Jobs Act. 
These smart moves can help you make the most of your charitable giving in light of tax reform.
The Tax Cuts and Jobs Act more than doubled the estate tax exemption. What does that mean for your wealth transfer plans?

Your Goals, Our Strategies

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

Explore Our Solutions


Sign up to receive monthly email updates of what's new at Wells Fargo Conversations. Your privacy is important. Read our privacy policy.

Please submit a valid email address.

Thank you for subscribing!

You should receive a confirmation email shortly.

See past newsletters

What can Wells Fargo do for you?

Talk to us about tax-efficient strategies to consider.