Transitioning Wealth
Is it time to consider transitioning wealth? The Bass Foley Group’s approach includes involving the entire family in the wealth management process. The team works to get to know each family and builds trust through proactive engagement with the younger generations. This helps to meet financial needs today and plan for the future.
The Bass Foley Group helps families:
Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
The Bass Foley Group helps families:
-
Build legacy plans for distributing wealth
-
Implement strategies to help minimize taxes
-
Analyze insurance coverage and determine gaps to fill in order to protect family members and assets
-
Educate children/grandchildren about money and investing
-
Involve the next generation in learning about the family values
-
Prepare children/grandchildren to handle their inheritance
-
Consider how to make tax-efficient charitable donations
Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.