Wealth Transfer

Wealth transfer to help preserve your legacy

I will create a roadmap for your family designed to preserve your legacy, provides for your loved ones, and protects them in the future. I will help address questions, including:

How do I responsibly pass my wealth to the next generation ?

How can a trust help to protect and manage my assets for current and/or future generations in my family?

How can I provide financial security for my family member with a disability while maintaining eligibility for state and federal public benefits?

How does a trust affect the heirs of my estate with probate and estate taxes?

What strategies can I use to instill philanthropic values in the next generation?

Wells Fargo Advisors is not a legal or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.