Before Your Child Turns 18: Five Documents You Need

Wealth Planning Update - Why Your Child’s 18th Birthday Is Different and How To Plan For It - The Private Bank - Wells Fargo

The importance of planning in order to avoid various pitfalls as children reach the “age of majority”.

Qualified Opportunity Zones: What the Proposed Regulations Reveal

Wealth Planning Update - Qualified Opportunity Zones: What the Proposed Regulations Reveal - The Private Bank

A review of the regulations of the Qualified Opportunity Zone program.

2019 Tax Planning Guide

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

Highlights changes to the 2019 tax landscape, including important deadlines, tax rates and other key provisions, and potential strategies to consider.