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Your wealth plan

Browse below for perspective on charitable giving, family dynamics, and wealth transfer.

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Three young ballerinas in a line.
  • Articles
  • Your wealth plan

Giving well: How can my philanthropy be more focused and fulfilling?
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A woman advisor showing a digital tablet to a man sitting on a leather couch.
  • Articles
  • Your wealth plan

Year-end questions to ask, changes to watch, strategies to consider
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Two Wells Fargo employees being interviewed about their experiences.
  • Podcasts
  • Your wealth plan

Crucial conversations you should have: Hear employees’ stories
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A family of three looking at a photo album on a desk.
  • Articles
  • Your wealth plan

Family stories may carry important money lessons
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Two gold rings rest together on a table
  • Articles
  • Your wealth plan

Marriage, remarriage, divorce, and your finances: What to know
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A family working together in a vineyard
  • Articles
  • Your wealth plan

Building a family legacy: The importance of human capital
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A tree that has fallen onto a house roof, causing significant damage.
  • Podcasts
  • Your wealth plan

How can I build a financial safety net for the unexpected?
Listen now >

Different generations discuss family matters in a positive way
  • Articles
  • Rising Gen

Tips for multigenerational family meetings
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Mother teaching her teenage child to cook
  • Articles
  • Your wealth plan

Adjusting your wealth plan at three important life stages
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Multigenerational family seated at a table under a gazebo
  • Articles
  • Your wealth plan

Four financial documents to review when your family grows
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A woman smiling with a man and a woman talking in the background.
  • Articles
  • Your wealth plan

Donor-advised funds: A flexible tool for your philanthropic strategy
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A man addressing a team of people in a meeting
  • Articles
  • Your wealth plan

What to know before joining a board
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