When you update your beneficiaries, you can feel confident your loved ones will receive the assets you want them to have. Watch this video to learn what you need to get started and how certain life events might affect your beneficiary choices.
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How to age well (PDF)
Use our planning, conversation, and resource guide.
Talk about money with family
Conduct discussions about health, wealth, and legacy planning.
Fidelity does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Fidelity cannot guarantee that the information herein is accurate, complete, or timely. Fidelity makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation.
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