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Wealth Transfer

Learning that you are a beneficiary of a trust can feel overwhelming. Here, find out where to start—and what to ask—when you become a beneficiary.
In this 3-minute interview, learn why it's important for your children and grandchildren to possess gratitude, goals, and grit.
Wells Fargo Private Bank discusses the importance of sharing your finances and estate planning information with your family.
If you're named the beneficiary of a trust, grantors, trustees, and others can play important roles concerning what happens next.
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.

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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.