Estate Planning and Family Engagement

In this unique "family and finance" recorded webinar, hear how the two worlds of Estate Planning and Family Engagement come together to help create enduring family harmony. Brad Repinsky and Tobias Donath discuss the intersection of family dynamics and their estate planning objectives, covering the practical aspects of Estate Planning and how to engage family members in financial discussions to strengthen family relationships through every stage of your financial life.

Thought-provoking topics include:

  • The benefits of Estate Planning (Irrevocable and Revocable Trusts, the Impact of the SECURE Act, and choosing Fiduciaries)
  • Practicing peership to engage your children in the estate planning process
  • Learning the Family Engagement Rules of Thumb as a simple frame to have complex financial conversations.

Download transcript (PDF) | Download slides (PDF)

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Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.

Services from the Fidelity Center for Family Engagement are currently available on a limited basis. The Fidelity Center for Family Engagement is an affiliated business unit of FMR, LLC and operates externally from Fidelity Brokerage Services LLC.
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