Estate Planning Strategies

No matter what your age or net worth, you need an estate investment plan to protect yourself, your loved ones and your assets – during your lifetime as well as after your death. Designing a legacy consistent with your goals is a personal, and often intricate process. The BRW Group will work in conjunction with your tax advisor and attorney in helping to ensure that your estate and legacy stays intact.

Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.