Get started with estate planning, including understanding the basics, organizing documents, and naming beneficiaries.
What does the upcoming expiration of the Tax Cuts and Jobs Act mean for you? Learn about the potential impacts and strategies to help prepare for these changes.
Are you aware of the need for a health care directive? They can be important at different stages of your life.
Estate plans are about control — not your age or what you own. Learn where to start and what documents you may need.
Have you talked with your family about your estate plan? See how that discussion can be part of controlling what happens to you.
If something happened right now, would you or your family be able to find your important financial information? Get some tips on what to keep and how to organize it.
Missing or outdated beneficiary designations can cause your estate plan to go awry.
When was the last time you reviewed your estate documents? It may be time to take a look.
When donating to a charity, there are ways to give that may help reduce your tax bill and increase your gift’s effects.
Everyone needs an estate plan — not just the wealthy. And estate planning can actually be fairly simple.
Your financial advisor and this helpful information can guide you through the estate planning process.
Wells Fargo Advisors is not a legal or tax advisor. You should consult with your attorney, accountant and/or estate planner before taking any action.
