Insights Live: Navigating The Inheritance Process | Fidelity Investments

The estate planning process can be complicated, not only for those transferring their wealth but for the heirs receiving it as well.
Catch the latest Insights Live℠ webinar from Fidelity Wealth Management as we focus on the ideas for navigating the many steps involved with inheritances, including:

• An overview of the estate settlement process and how long it takes
• The roles and responsibilities of fiduciaries, trustees, and executors
• The tax implications of inheritance and how you can help protect and manage your assets
• How the Secure Act has changed rules around inherited retirement accounts
• How to have conversations with family members about their plans and wishes

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

Watch on fidelity.com:
https://www.fidelity.com/learning-cen...
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