Estate planning: Protecting what matters most


An estate plan is a set of decisions and legal documents that help protect what matters most: your family, yourself, and your finances. Some aspects of estate planning can seem complex, but we're here to help simplify the process. In this recorded webinar, hear from a panel of Fidelity professionals on the following:

  • Taking your priorities into consideration and building an approach around them
  • Bringing family members into your decision-making process and discussions to create a smooth path forward
  • Implementing strategies to reduce the tax impact of passing on your estate, and gifting considerations

Download transcript (PDF) | Download slides (PDF)


Presenters

Christina S. Dawson

Christina S. Dawson

VP, Advanced Planning
Fidelity Investments

Bryan Hwang

Bryan Hwang, CFA®, CFP®

VP, Wealth Management Advisor
Fidelity Investments

Lorna Kapusta

Lorna Kapusta

Head of Women and Investing
Fidelity Investments

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