Leveraging a Spousal Lifetime Access Trust

Wealth Planning Update - Leveraging a Spousal Lifetime Access Trust - The Private Bank - Wells Fargo

A Spousal Lifetime Access Trust (SLAT) may offer the opportunity to maximize growth and tax-advantaged wealth transfer.

Revisiting Your Estate Plan in the New Tax Environment

Wealth Planning Update - Revisiting Your Estate Plan in the New Tax Environment - The Private Bank - Wells Fargo

Potential estate planning opportunities in light of the Tax Cuts and Jobs Act.

2018 Tax Planning Guide

2018 Tax Planning Guide - Wealth Planning - Taxes - The Private Bank

Highlights changes to the 2018 tax landscape, including important deadlines, tax rates and other key provisions, and potential strategies to consider.