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Wealth Transfer

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.
Learn how to help enhance the impact and significance of your giving
Learn three thoughtful tips to help raise grateful and less-entitled children.
The trustee you choose can have a lasting impact on your estate and your beneficiaries. Here are some common misconceptions about the decision—and what to consider instead.
Learn how you can help prepare your children to successfully manage money.

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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.