Estate Planning

  1. Do You Need to Update Your Estate Plan? (click here)

  2. A Guide to Estate Settlement (click here)

  3. Essentials of Wealth Transfer (click here)

  4. Five Important Estate Planning Documents (click here)

  5. Understanding Beneficiary Designations (click here)

  6. Considerations Before Naming your Estate As Your IRA Beneficiary (click here)

  7. Estate Planning Guide (click here)

  8. Wells Fargo Conversations (click here)