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Avoiding estate planning mistakes

Get tips to help you create your estate plan.

Key Takeaways

  • Start your estate planning with asset titling, beneficiary designations, and a will.
  • Look into whether estate taxes affect you. The federal exemption amount is currently $13.99 million per person.
  • It is critical to select an executor, power of attorney, and trustee who are capable of carrying out their duties.

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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.

This information is intended to be educational and is not tailored to the investment needs of any specific investor.

Views expressed are as of the date indicated, based on the information available at that time, and may change based on market or other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author and not necessarily those of Fidelity Investments or its affiliates. Fidelity does not assume any duty to update any of the information.

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