Transferring Your Wealth

You want to leave a mark, during your life and for generations after. Wells Fargo Conversations highlights relevant guidance.

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Yes, you can settle a family estate without fighting. Here's how.

Millennials figure to benefit greatly from the Baby Boomer generation's ability to create wealth.

Our infographic outlines facts and trends about wills.

Our infographic takes you through some of the benefits and drawbacks of a trust that may help if you become incapacitated.

If you're choosing a trustee, it's important to know what their primary responsibilities will be.

Our decision tree may help you decide whether you should choose a corporate or individual trustee.

Your Goals, Our Strategies

Your success is our priority, and we specialize in helping clients overcome complex wealth management challenges.

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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 relationship manager and outline your vision.