J.P. Cullen , CEPA, CFP, CPWA

Senior Vice President - Investments, Financial Advisor

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.

Transcript

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, CA, CO, FL, GA, ID, MI, NC, OH, OR, PA, SC, TN, TX, VA). 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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