Investment and Insurance Products: NOT FDIC Insured
NO Bank Guarantee
MAY Lose Value
Michael Liersch: The one constant about life, is that it’s always changing.
Every day, every year, brings something new. Something to protect, and to care for.
When people hear the words “estate planning,” it can feel a little overwhelming.
Speaker: Michael Liersch, Head of Advice and Planning, Wells Fargo Wealth and Investment Management
Michael Liersch: What’s a will? What’s a trust? How do I talk to my family about it?
It feels complex, but it doesn’t have to be.
Our goal is to take the success that our clients have already had, and create ways to extend that success moving forward, so that they can see their family benefit from it.
What we’re really doing is helping build the scaffolding for their family’s future.
And it’s not something you throw in a drawer and dust off years from now.
It’s a living, breathing document, because when we talk about estate planning strategies, we talk about what will happen over the next year, the next ten years, and the next three generations.
And we build a structure to allow that to happen.
To grow and to change over time as the family does,
So it’s flexible enough to account for all that life has in store.
Because let’s be honest, life is quite a ride, and we all want our loved ones to live it to the fullest.
Making that happen doesn’t have to be hard.
Just connect with your financial advisor to get started.
End Card: Wells Fargo (LOGO) Advisors (LOGO)
Wells Fargo Wealth and Investment Management (WIM) is a division within Wells Fargo & Company. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company.
Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC.
Wells Fargo Private Bank offers products and services through Wells Fargo Bank, N.A., Member FDIC, and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to clients of Wells Fargo Advisors without a relationship with Wells Fargo Bank, N.A.
Wells Fargo & Company and its affiliates do not provide legal or tax advice. In limited circumstances, tax advice may be provided by Wells Fargo Bank N.A. Please consult your legal and/or tax advisors to determine how this information, and any planned tax results may apply to your situation at the time your tax return is filed.
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors.
© 2021 Wells Fargo Clearing Services, LLC. All rights reserved. CAR-1021-04984