One of the most sensitive conversations most families have – or avoid – involves how to pass on assets and values to the next generation. Here we pull together strategies for getting the conversation started – and building a plan that reflects your wishes and values.
|Why establish an estate plan?
Almost everyone could benefit from an estate plan, regardless of how much money they have.
Money lessons from three families
Stories to help you navigate tough conversations about money, health, and estate planning.
Meet a family that plans together
How one couple got their family comfortable talking about money and aging.
The power of planning together
Start the family conversation about money today, so your family is prepared.
|Family estate planning
Why meaningful discussions between parents and children can help build trust.
If money talks, so should you
Why building relationship capital is key to securing your family´s future.
Eight habits of successful family communications
How to tackle difficult subjects and turn them into effective family discussions.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917