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Plan Your Estate

Secure your financial future

Learn about estate planning basics such as wills and trusts, as well as more complex planning structures such as charitable remainder trusts.
Estate Planning Checklist
Is your estate plan up to date? Use this checklist to pinpoint potential shortcomings.
What You Need to Know About Your Will
Everyone needs a will. This report describes different types of wills and some things to consider when you have yours drafted.
Protect Your Assets With a Trust
Trusts can help ensure that your assets are put to work according to your wishes. They can also help reduce estate taxes.
Naming Beneficiaries of Insurance Policies and Retirement Plans
Naming the wrong beneficiary can mean your wishes won’t be carried out. This report explains how to make sure you’ve selected appropriate beneficiaries.
Content is provided by Wealth Management Systems Inc. as a service to Wells Fargo. Copyright © 2019, Wealth Management Systems Inc. All rights reserved.