Our retirement planning services are focused on helping ensure you can achieve your ideal retirement lifestyle. We’ll discuss your retirement goals, from wanting to travel the world, enjoying your time at home, and everything in between. And once you’ve finally retired, we can help propose and manage strategies around the timing of when to take Social Security, your distribution planning, and cash flow.
Preserving assets and transferring an estate to family and heirs can be complicated and confusing. Whether we work with your existing estate planning team or recommend qualified professionals from our extensive network, our team tackles your estate planning issues to ensure that your wishes are appropriately carried out when the time comes. We’ll also help plan for other end of life concerns, such as planning for incapacity, helping you understand the various ways to title your assets, and selecting the right executor/trustee(s) to help oversee your plans.
Wells Fargo is not a legal or tax advisor.
As you aim to maintain and grow your wealth, we can work with you to bring your strategic philanthropic and giving vision to life. Our clients find that they can make a positive impact on their community by creating charitable plans centered around organizations or causes that are close to their heart. We can work with you to realize those goals while also highlighting any potential tax benefits that are applicable.
Saving for your child’s or grandchild’s education doesn’t have to derail your retirement savings plan. Many families use some combination of savings, investments, borrowing, and financial aid (if available). We can utilize a vast array of available college savings options, including 529 savings plans, custodial accounts in the child’s name, Coverdell Education Savings Account, educational trust funds designed for your child’s education, and private lending.
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.