Скачать или смотреть Insights Live Building A Comprehensive Estate Plan | Fidelity Investments

A crucial part of financial planning is finding effective ways to pass your wealth on to loved ones
but it's just as important to make sure your heirs, executors, and trustees are well prepared.

Specific topics we'll cover include:
Different methods for passing on your assets and considerations when transferring wealth to
different generations
Strategies to help reduce federal estate taxes, and how heirs can manage inherited assets
Creating the necessary estate planning documents, and selecting the team who will make
sure your wishes are carried out
The process of estate settlement, the different responsibilities, and how long it might take

Questions? Drop them below 👇 and we’ll reply right in the comments.

Access articles, webinars, and ideas on wealth planning and investment strategies.
https://www.fidelity.com/learning-cen...

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