Bitterlin Private Wealth Group of Wells Fargo Advisors
Trust & Estate Planning Strategies
Our dedicated wealth planning resources provide custom trust and estate planning reviews for our clients. We assist in building, managing and transferring wealth efficiently, often coordinating directly with estate planning attorneys and tax advisors.
Wealth & Investment Management (WIM) offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A. Wells Fargo Trust is a part of WIM and offers services through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.
Wells Fargo Advisors does not provide legal or tax advice. Be sure to consult your own tax advisor and investment professional before taking any action that may involve tax consequences.
"We look to help ensure the wealth you have built is preserved and passed on according to your wishes."
Implementation is critical. We assist with funding strategies, asset titling, and coordination across accounts to help ensure your estate plan works as intended. We also help establish governance frameworks for trustees and beneficiaries, including investment guidelines and distribution policies, so your wealth is managed responsibly for generations to come.
Estate planning is not static: it must evolve with changes in tax law, family circumstances, and market conditions. We provide oversight to help keep your plan aligned with your objectives.
Our commitment is to help simplify and offer confidence in our clients' estate planning strategy.
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Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you