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Defining your path forward

This series offers perspective from Wells Fargo Wealth & Investment Management. Learn ways to have meaningful conversations as you plan your legacy.

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Extended family gathered around dinner table.

How much is too much?
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  • Articles
  • Wealth transfer
A couple discusses their finances.

United we stand: Laying the groundwork for financial harmony
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  • Articles
  • Family dynamics
A multigenerational family walks along a wooden path on the beach

Bridging the gaps in family conversations about money
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  • Articles
  • Family dynamics
Grandparents share family photos

Living values: How can I use inheritance to teach my heirs?
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  • Articles
  • Family dynamics
A young child holding onto dads finger.

Family history: Learning from the past to inspire your future
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  • Articles
  • Family dynamics
Mother sharing information with two daughters

The money talk: Should I tell them how much we’re worth?
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  • Articles
  • Family dynamics
A family smiles together

How do I get my family interested in philanthropy?
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  • Articles
  • Family dynamics
A couple and their dog sit on a dock above their reflection

Your vision for investing
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  • Articles
  • Charitable giving
A woman surrounded by paper and digital financial information

Connecting the dots: The power of aggregation
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  • Articles
  • Your wealth plan
Three young ballerinas in a line.

Giving well: How can my philanthropy be more focused and fulfilling?
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  • Articles
  • Charitable giving
Woman smiling in her garden

Why you should never overlook beneficiary designations
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  • Articles
  • Wealth transfer

Learn more

Schedule a call with one of our financial professionals to help answer any important questions you have.

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