We believe that proper trust and estate planning is the cornerstone of developing a lasting legacy and transitioning wealth. We think that it is important to engage our client's tax and legal advisors to address these goals. 

Because your financial future depends on a variety of uncontrollable circumstances, we provide you with access to a wide range of insurance coverages that can protect your financial security by helping with unforeseen costs and losses. These include disability, life and long-term care insurance as well as review your existing insurance policies.

Through our affiliation with Wells Fargo Advisors Financial Network, we offer access to a comprehensive range of trust and discretionary asset management services tailored to the circumstances of each trust. 

<sub>Trust Services are available through Wells Fargo Bank, N.A. Member FDIC and Wells Fargo Delaware Trust Company, N.A. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Wells Fargo Advisors Financial Network is not a legal or tax advisor.</sub>