Talking money with your family

Discussing how to pass on assets and values to the next generation is an important but delicate conversation. Here's how to get started.

The conversation

5 family engagement rules of thumb

See ways to strengthen family relationships through every stage of your financial life.

Sandwiched: balancing financial priorities

Here are practical ways to care for kids and parents while saving for your retirement.

Is it time to take away the financial keys?

Adult children have little knowledge about their parents’ finances. Here are 7 ways to take charge.

Next steps

Visit our Life events section for easy-to-use checklists and guides.


Get a Personal Action Plan with our Financial Checkup tool.

Estate planning

10 common pitfalls to avoid

Your estate plan should be reviewed regularly to ensure it continues to meet your needs.

Estate planning: ways to handle your home

A good plan for your home can save your family a lot of stress and money.

An all-in-one wealth transfer checklist

Here are 4 steps to help you plan for the transfer of your wealth and values to loved ones.

Next steps

Use the Fidelity Estate Planner® to get started on the estate planning process today.

Giving

How to give financial gifts to loved ones

Make sure you plan properly and take taxes and legal considerations into account.

A tax strategy for givers

The new tax laws make it worth reconsidering how you give gifts to charity.

Strategic giving: Think beyond cash

Learn how donating complex assets may be a tax-efficient way to make more of a difference.

Life challenges

Steps to take after a family health crisis

Dad's death changed the way one family prepared for Mom's potential health challenges.

10 ways to stop elder fraud

Learn how a son helped his 85-year-old dad combat financial elder fraud.

Loss of a loved one

Here are things to keep in mind when a financial decision maker dies or is incapacitated.

Next steps

Use Fidelity’s Health Event Worksheet.


Try our Aging well resource guide.

Trusts

How to find an estate planning attorney

Find an attorney who can help craft a trust that's right for you.

6 reasons for a trust

See how trusts can help you control your assets and build a legacy.

Naming the right trustee

Who you name as a trustee for your estate can have crucial financial implications.

Next steps

Store your important financial, legal, and personal documents with FidSafe®, a free and secure online storage facility.