ESTATE PLANNING STRATEGIES

ESTATE PLANNING STRATEGIES

A well-executed estate plan can help ensure that your wishes will be carried out and that family members are cared for. At The Logan Square Group of Wells Fargo Advisors, we can help you efficiently transition your wealth and assist you with tax and estate investment strategies.

For beneficiaries, settling an estate can be complicated, time-consuming and stressful. Often, they may be unprepared to deal with the complexities and numerous tasks involved in settling an estate. Our services are designed to help fulfill your wishes and offer your beneficiaries the support and guidance they need during a difficult time.

Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.