Wealth Transfer Archives | Wells Fargo Conversations

Sort by:

Most Relevant
Most Recent

Filter:

A young girl and father cycling in the forest.

Revisiting financial goals during major life changes
Read >

A young boy with a disability walking toward his father in the living room

How to plan for loved ones with special needs
Read >

A multigenerational family walking on the beach.

Legacy trust: Planning intended to continue wealth for generations
Read >

A multigenerational family seated around a table in the backyard.

Balancing legacy goals with family needs
Read >

Two people seated at a table review documents with each other

Who gets the money if you don’t want to give it to family?
Read >

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 >

Subscribe to our newsletter