Estate Investment Planning

 

Estate investment planning is a key component that should be considered when developing a financial plan. Utilizing the Envision process, we are able to track your progress and ensure that you and your loved ones will be financially prepared upon your passing. We are able to work with our estate planning and trust specialists to review your wills and trusts as well as coordinate your estate plans with your estate attorney and other legal advisors. Together we will develop a strategy, tailor-made to your specific needs, to pass on your legacy. Below are some examples of the strategies available to you:

 

  • Special Needs Trusts
  • Qualified Domestic Trusts
  • Community Property
  • Beneficiary Reviews
  • Custodial Accounts
  • Joint Ownership
  • Income in Respect of Decedent (IRD)
  • Charitable Strategies

-     Gifting strategies

-     Charitable remainder trust

  • Next Generation

-     Tier-based strategies

-     Multigenerational ideas

-     Higher Exclusion

-     Beneficiary asset retention

 


 

* Wells Fargo Advisors does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.

** CA Insurance License # 0C77285

 


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Wells Fargo Advisors
400 Capitol Mall, Suite 1700
Sacramento, CA 95814

Phone: (916) 491-6327

joseph.f.eschleman@wellsfargoadvisors.com