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Family Dynamics

Your family is your legacy. Wells Fargo Conversations can help you teach, talk, and plan for the next generation through these helpful insights.

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.
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.
Learn how to have meaningful conversations with your grown children on topics such as identifying shared values, creating consensus about giving back, and developing a business succession plan.
Don't let your focus on building and preserving wealth negatively impact your family relationships and personal health.
With families socially isolating together, consider opportunities for talking to your adult children about wealth.
Speaking to your grown children about important tax strategies and considerations could help them make decisions now that will impact their financial future.

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Creating a plan for every generation of your family can be a challenge. Schedule time with your team to get started.