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3 WEALTH TRANSFER

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"How do I Plan and Secure My Legacy?"

The legal aspects and costs associated with estate documents, philanthropy and beneficiaries can be confusing at best. Consulting with tax law and estate planning experts to develop sound wealth transfer strategies is an integral part of passing your legacy down to your heirs. Although we are not tax or legal advisors we can take the following steps to incorporate your legacy.

Your legacy plan is designed to reduce the burden on you and your loved ones:


1. INITIAL MEETING - Sitting down to gain a comprehensive understanding of your legacy wishes, including review of financial data.

2. PEER REVIEW - Collaboration with tax law and estate planning subject matter experts to determine what course(s) of action needs to be taken.

3. DISTRIBUTION OF ASSETS - Working with your accountant and/or estate planning attorney to ensure your assets are properly divided and distributed to your designated heirs and beneficiaries in accordance with your goals and desires.

4. UPDATES AND BRIEFINGS - Keeping you informed about policies and/or protocols which may affect the outcomes of your wealth transfer plan.

Your confidence in your plan is important. Let’s discuss your legacy plan today.

David Burzotta Financial Group of Wells Fargo Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, FL, GA, IL, KS, MA, ME, MI, MO, NC, NJ, NY, OH, PA, SC, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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