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Estate Planning

Get started with estate planning, including understanding the basics, organizing documents, and naming beneficiaries.

Health Care Directives

Are you aware of the need for a health care directive? They can be important at different stages of your life.

Estate Planning Basics

Estate plans are about control — not your age or what you own. Learn where to start and what documents you may need.

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 to organize it.

10 Beneficiary Designation Tips

Missing or outdated beneficiary designations can cause your estate plan to go awry.

Ensuring Your Will or Trust Is Up-to-Date

When was the last time you reviewed your estate documents? It may be time to take a look.

Charitable Giving

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.