Risk Management Strategies

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, we offer access to a comprehensive range of trust and discretionary asset management services tailored to the circumstances of each trust. 

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. 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. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Valuable Resources

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Transfer on Death Designation

Transfer-on-death (TOD) designations provide a simple, direct process for transferring assets to named beneficiaries, by-passing the probate process.

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