Your Guide To Estate Planning Essentials | Women Talk Money | Fidelity Investments

Описание к видео Your Guide To Estate Planning Essentials | Women Talk Money | Fidelity Investments

Building your net worth can take a lifetime. An estate plan can help give you peace of mind that your loved ones are protected, and your money is distributed the way you prefer. You’ve spent years building your net worth for yourself and your family. In this session, the Women Talk Money team will talk through reasons estate planning is an important step in the planning process and how it can benefit you and your loved ones.

00:00 Introductions
03:00 The benefits of estate planning
03:40 A personal experience of going through estate planning
04:50 Determining your “why” for estate planning
05:50 Elements of an estate plan
08:10 Documents and first steps to create an estate plan
12:30 What is probate?
14:15 Considerations for a trust
15:50 Revising your estate plan as life circumstance evolve
18:15 Key players to build your estate plan
20:25 Talking with your family about your plans
24:05 Creating an estate plan when you are single
26:55 Taxes and estate planning
28:15 What to look for in an estate planning attorney
30:40 When and how often to update your estate plan
38:00 Handling difficult conversations when a partner doesn’t want to discuss estate planning
39:35 Top lessons-learned about estate planning
41:50 Wrap up

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

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