After years of working hard to build and maintain your wealth, it may be time to consider the next step.
You may want to explore giving a substantial amount to meet your philanthropic goals, or make the most of the wealth you pass on to future generations. If you own a business, it might be time to prepare for an eventual sale or transfer.
Align transition planning with your goals
Smart strategies for transitioning your wealth can help you:
- Determine the current value of your assets
- Identify tax-efficient options to transfer wealth and property
- Ensure that your wishes are carried out for future generations
- Direct and document how you would like assets divided among your beneficiaries
Business transition planning
Ideally, you will begin preparing for the sale or transfer of your business three to five years before you plan to hand over the keys. This gives you time to make improvements, determine the value of your business, and explore transition options.
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Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A., and its various affiliates and subsidiaries. Brokerage products and services are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and separate non-bank affiliate of Wells Fargo & Company.
Wells Fargo & Company and its affiliates do not provide legal advice. Please consult your legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your situation at the time your taxes are prepared.
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