Wealth Transfer Archives | Wells Fargo Conversations

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Businesswoman seated across from client

Considerations for corporate executives before retiring
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Grandmother, daughter, granddaughter seated by backyard pool

Is it time to check your beneficiary designations?
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A young girl and father cycling in the forest.

Revisiting financial goals during major life changes
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A young boy with a disability walking toward his father in the living room

How to plan for loved ones with special needs
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A multigenerational family walking on the beach.

Legacy trust: Planning intended to continue wealth for generations
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A multigenerational family seated around a table in the backyard.

Balancing legacy goals with family needs
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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?
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Coffee cup, notebook, and laptop on a desk

Planning for 2025 and beyond: Tax changes you should know about
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A group of horses in a field.

Unusual assets and your estate plan: Who gets the horses?
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Multigenerational family women taking pictures of their pottery artwork with smartphone.

Should a 529 plan be a part of your gifting strategy?
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A happy young family as they gather around a puppy.

Understanding different types of trusts to help meet your needs
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multigenerational family

The basics of creating trust funds for your grandchildren
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