Wealth Transfer Archives | Wells Fargo Conversations

Sort by:

Most Relevant
Most Recent

Filter:

Coffee cup, notebook, and laptop on a desk

Planning for 2025 and beyond: Tax changes you should know about
Read >

A group of horses in a field.

Unusual assets and your estate plan: Who gets the horses?
Read >

Multigenerational family women taking pictures of their pottery artwork with smartphone.

Should a 529 plan be a part of your gifting strategy?
Read >

A happy young family as they gather around a puppy.

Understanding different types of trusts to help meet your needs
Read >

multigenerational family

The basics of creating trust funds for your grandchildren
Read >

A senior couple looking at a laptop in the kitchen.

Estate planning: Why you need to plan for your online assets
Read >

A couple seated on lakeside pier.

Questions to ask if you inherit a trust
Read >

Multigenerational family preparing dinner in their kitchen

How much is too much?
Read >

Multi-generational family playing with a ball on the beach.

Building a values-based, multi-generation estate planning strategy
Read >

A couple reviewing paperwork at home..

Tax-smart gifting strategies
Read >

A couple having a conversation with paperwork and laptop on the table.

Creative ways to approach year-round planning
Read >

A smiling couple sits in front of their computer and reviews a document

Considering a prenup: Questions to ask before you marry
Read >

Subscribe to our newsletter