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Wealth Transfer

Criteria for helping preserve wealth and dealing with estate liquidity issues using Internal Revenue Code Section 6166.
There can be many personal and tax benefits for families who choose to give the gift of equity.
If you're named the beneficiary of a trust, grantors, trustees, and others can play important roles concerning what happens next.
In this 16-minute podcast, we explore the lessons we can all learn from families who have — or haven't — addressed legacy planning.
What type of trust will best meet your needs? Explore some of your options here.
In this podcast, we share what works and what to avoid when it comes to passing along wealth.

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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.