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Your wealth plan

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

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A woman surrounded by paper and digital financial information

Connecting the dots: The power of aggregation
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  • Articles
  • Your wealth plan
Grandfather and grandmother gather with family in their living room,

Matching your estate planning strategies to your family structure: What to know
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  • Articles
  • Your wealth plan
multigenerational family

The basics of creating trust funds for your grandchildren
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  • Articles
  • Your wealth plan
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Making a difference: Unusual ways to give back
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  • Articles
  • Rising Gen
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Unusual assets and your estate plan: Who gets the horses?
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  • Articles
  • Your wealth plan
A woman stares into the distance.

Four steps to stronger family philanthropy
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  • Articles
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A man and woman stand together watching their family

Building a values-based, multi-generation estate plan
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  • Articles
  • Your wealth plan
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How can we authentically connect to money’s impact on our lives?
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  • Podcasts
  • Rising Gen
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David Rubenstein: The patriotic philanthropist
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  • Your wealth plan
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Questions to ask if you inherit a trust
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  • Articles
  • Your wealth plan
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Wells Fargo About Money: How do I seek out money information?
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  • Podcasts
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Wells Fargo About Money: How can you tell I don’t like talking money?
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