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Wealth Transfer

This wealth transfer option may be a tax-effective way to financially support aging parents and your children.
In less than five minutes, learn what emotions you should anticipate when selling a business—and how our experts recommend you respond.
There can be many personal and tax benefits for families who choose to give the gift of equity.
Trusts may be helpful wealth-transfer tools for both taxable and nontaxable estates.
These five questions can help you see where you are in the estate-planning process—and determine the next right steps you should take.
Criteria for helping preserve wealth and dealing with estate liquidity issues using Internal Revenue Code Section 6166.

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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.