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Inherited Wealth

How to help manage your inheritance wisely, and plan intelligently.

What is a trust?

Learn about how trusts work and why you may want to include them in your estate planning strategy.

What is an estate plan?

Estate planning is all about deciding what happens to you and your things. Learn why planning ahead can make a big difference for you and your loved ones.

What should you do if you inherit a trust?

Inherited a trust? Here’s what you can do next to help you manage it confidently and avoid surprises.

Why you may need an estate plan?

Find out why it can be smart to have an estate plan, no matter your age.

Wells Fargo & Company and its affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.

Trust services are available through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.