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... • To see more videos, subscribe on YouTube:    / fidelityinvestments   • Follow Fidelity on Reddit:   / fidelityinvestments   • Follow Fidelity on Instagram:   / fidelityinvestments   • Follow Fidelity on TikTok:   / fidelityinvestments   • Follow Fidelity on Facebook:   / fidelityinvestments   • Follow Fidelity on LinkedIn:   / fidelity-investments   • Follow Fidelity on Discord:   / discord   • Ask Fidelity on X:   / fidelity   Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 1199184.3.0