Next Generation Planning

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It is our mission to build long-term relationships with our families that span generations. As your wealth advisor, we go the extra mile to educate children, grandchildren and others important to you about the importance of wealth planning.  Working side by side with you and your family members, we help you navigate through the complexities and help you answer difficult questions.

  • What is the most appropriate gifting or trust arrangement for those I love?

  • Should we leave money to our children outright or at different ages?

  • What should I consider before loaning money to a family member?

  • How can I transition my wealth without conflict?

  • How do I integrate my charitable intentions into my legacy plan?

  • What’s the best way to inform our children and grandchildren about our legacy plans?

  • Is it the right time to set up a family foundation?

Contact us to discuss the wealth planning needs of your family. Email Us 

Trevisan Bearce Group

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 (AK, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, MA, MD, ME, MI, MN, MO, MS, NC, ND, NH, NV, NY, OH, PA, RI, SC, SD, TX, VA, WA, WV). 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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