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How can a financial advisor help you create an estate plan?

Within your estate plan, you're likely to have certain goals you want to achieve, she says. You may want to ensure you leave your son enough money to pay for your granddaughter's education, or to support a charitable cause. A financial advisor's expertise and estate planning tools can help you create an estate plan that will meet all of your goals.

Who needs an estate plan?

Everyone needs an estate plan — not just the wealthy. And estate planning can actually be fairly simple. Your financial advisor and this helpful information can guide you through the estate planning process. Wells Fargo Advisors is not a legal or tax advisor.

Why should you consult an estate planning advisor?

Consulting with an estate planning advisor could help spare your family from this hardship. An advisor can help tailor your plan to include tax efficiency, charitable giving, life insurance and trust structures that meet your needs. How can financial advisors help with estate planning?

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