May 26, 2025

16 min

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Estate planning: The four documents you need

See how to help protect your loved ones and your legacy.

Fidelity Money Unscripted

Watch and listen wherever you want.

Pass on your things, not family drama

Being clear and fair when dividing your estate.

What is a health care proxy and how to get one

How you can help protect your adult children.

Are you on track to retire?

How to plan and save for your retirement goals.

Building wealth: Creating your own blueprint

Ways to try and get the most out of your money.

Doing retirement differently

More people are working after they retire. And not just for the income.

Money Unscripted

Check out our podcast for a look at the personal side of finance—jargon and judgment free.

Questions about your estate? We can help

A Fidelity advisor can work with you to create a more tax-efficient way to transition your wealth.

Start a conversation

More to explore

5 steps to create an estate plan

Learn ways to help you save on taxes and protect your assets and privacy.

10 estate plan pitfalls to avoid

Review your estate plan regularly to ensure it meets your needs.