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Families and money

How to have important family discussions about health, wealth and legacy plans.

Families and money

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.
Investing involves risk, including risk of loss.
Fidelity does not provide legal or tax advice, and the information provided above is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific legal or tax situation.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

692111.7.0
Why establish an estate plan?
Almost everyone could benefit from an estate plan, regardless of how much money they have.

Get started now on business succession planning
Transfer of assets to family and others should begin years before you plan to leave.

Five ways to protect what's yours
Why it's important to keep your key documents and beneficiaries up to date

Need an estate plan?
Among the key issues to consider are children, the size of your estate, and privacy issues.
An all-in-one wealth transfer checklist
Four steps to help you plan for the transfer of wealth and your values to loved ones

Estate tax update
New tax rates and exemption levels took effect in 2013. Here are things to keep in mind.

Estate plan pitfalls
Why choosing the right accounts and forms of ownership is key. How to get them right.
Investing involves risk, including risk of loss.
Fidelity does not provide legal or tax advice, and the information provided above is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific legal or tax situation.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

692111.7.0
Investing involves risk, including risk of loss.
Fidelity does not provide legal or tax advice, and the information provided above is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific legal or tax situation.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

692111.7.0
Family philanthropy
Teaching your children philanthropic—and financial—values.

Giving that gives back
Charitable trusts can be a way to give, provide for your family, and help manage taxes.
Strategic giving
Why donating complex assets may be a tax-efficient way to make more of a difference.
Investing involves risk, including risk of loss.
Fidelity does not provide legal or tax advice, and the information provided above is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific legal or tax situation.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

692111.7.0
What to do with a windfall
Resist spending, take your time, talk to experts and your family, then set priorities.

Prevent financial elder abuse
What you can do about the all-too-common phenomenon of financial elder abuse.

Estate planning for blended families
Plan ahead to protect all of the people you love.
Protect your family from the unexpected
Learn from one family’s experience on how to cope when life doesn’t go according to plan.

Second time around
Smart estate planning can reduce snags and maintain harmony in your second family.

Loss of a loved one
If a financial decision-maker dies or is incapacitated, here are things to keep in mind.
Investing involves risk, including risk of loss.
Fidelity does not provide legal or tax advice, and the information provided above is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific legal or tax situation.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

692111.7.0