Estate Planning

Find out how to get started with estate planning, including understanding the basics, organizing documents and naming beneficiaries.

Estate Planning Basics

Estate plans are about control - not age or what you own. Learn where to start and why an estate plan is also important during your lifetime.

Talking With Family

Have you talked with your family about your estate plan? See how that discussion can be part of controlling what happens to you.

Organizing Your Important Documents

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.

10 Beneficiary Designation Tips

Learn why missing or outdated beneficiary designations can cause your estate plan to go awry.

Wills & Trusts

When was the last time you thought about reviewing your estate documents? If it’s been a while, you may be surprised at what you find.

Charitable Giving

Writing a check may be a simple way to donate to charity, but there are a variety of other ways to give that may help reduce your tax bill and increase your gift’s impact.

Everyone needs an estate plan – not just the wealthy. Your situation’s complexity will determine which documents your plan requires, but five documents are often essential.

For many people, estate planning is actually fairly simple – with professional help. However, depending on your situation, it may be rather complex. In either case, here’s helpful information on getting started.

Wells Fargo Advisors does not offer tax or legal advice.