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Your Wealth Plan

Wells Fargo Conversations helps guide you in the wealth planning process as you prepare for the next chapter in your life.

Building your family legacy. Growing your business. Supporting your philanthropic causes. What causes matter to you the most? Here's what our poll found.
Here's help to uncover your shared values to do more good—together.
Discussing your estate plans with your grown children will help them know what to expect—and may set them on a course for creating an estate plan of their own.
Developing an effective philanthropic strategy that aligns with your values.
When was the last time you reviewed your wealth transfer plans? Here, we explain why a review—and possibly an update—should be on your schedule.
Many families wait too long to discuss business succession plans with the next generation. Here are family dynamics tips from Wells Fargo Private Bank for how to get started now.

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What can Wells Fargo do for you?

Your passion for giving is unique, and your strategy should reflect that. Talk to your team at Wells Fargo to get started.