Do Not Delay – Revisit Your Estate Plan

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.

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.

Titling Real Assets: Advantages and Disadvantages

Titling real assets

This update outlines key considerations for holding real assets in an individual’s name vs. an entity.