Transitioning Wealth
Our approach includes involving your entire family. Our experienced team works with each family to build trust through proactive engagement with the younger generations. This helps to meet financial needs today and into the future. We offer advice and guidance and can help:
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Build legacy plans for distributing wealth
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Determine whether to keep the family vacation home(s)
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Implement strategies to help minimize taxes
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Analyze insurance coverage and determine gaps to fill in order to protect family members and assets
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Educate children/grandchildren about money and investing
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Involve the next generation in learning about the family businesses
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Identify resources available to help foster family values across generations
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Prepare children/grandchildren to handle their inheritance
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.