Bryan Austin and Patrick Beaudry, directors of Wealth Planning, discuss a new innovative approach to transfer greater wealth and reduce income taxes.
This information is provided for education and illustration purposes only and was prepared by Abbot Downing. The information and opinions presented here have been obtained or derived from information we consider reliable, but we cannot guarantee their accuracy or completeness.
Wells Fargo & Company and its affiliates do not provide legal advice. Please consult your legal and tax 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 you own situation at the time your taxes are prepared.