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Legacy Planning & Wealth Transfer

Helping build generational wealth with a dynasty trust

Learn how a dynasty trust can help grow and preserve family wealth across generations, including key considerations around estate and transfer taxes, trust structure, and trustee roles.

5 min read video

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Legacy Planning & Wealth Transfer

Protect your legacy: Estate planning without heirs

Estate planning without heirs requires a thoughtful strategy. Learn how marital trusts, charitable trusts, and tax exemptions can help protect your legacy.

6 min read

Grandfather and grandmother enjoying the outdoors with young grandchild.

Business & Executive

Executive retirement planning: What corporate leaders should know

Corporate executives face unique retirement challenges. Learn how executive retirement plans, diversification, and tax planning may help shape a successful transition.

5 min read

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Legacy Planning & Wealth Transfer

Three ways to help buy a house for a family member

Here are things to consider when buying a house for a family member, including financial assessment and assistance options.

5 min read

A young family seated on the sofa in the living room

Explore more topics

Access insights, strategies, and resources designed to support your unique goals.

Business & Executive

Explore strategies to help manage business growth, executive compensation, and succession planning.

Estate & Legacy

Create a plan that helps preserve wealth, minimize taxes, and ensure your legacy for future generations.

Investment Planning

Find tailored approaches to help diversify, grow, and protect your portfolio based on your goals and risk tolerance.

Philanthropy

Make an impact with structured giving strategies that align with your values and help maximize tax benefits.

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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.

Wells Fargo Trust is a part of Wealth & Investment Management and offers services through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.