Heart-to-heart: Talking money with your family

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

One of the most sensitive conversations most families have—or avoid—involves how to pass on assets and values to the next generation. Here are some strategies for getting the conversation started—and building a plan that reflects your wishes and values.

Investing involves risk, including risk of loss.
This information is intended to be educational and is not tailored to the investment needs of any specific investor.
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

692111.10.2
Estate planning must dos
Choosing the right beneficiaries, accounts and forms of ownership is key to preserving your legacy.

Estate planning for special needs
Strategies to help ensure that your estate plan will support dependents with special needs.

Dust off your estate plan: 10 common pitfalls to avoid
Your estate plan should be reviewed regularly to ensure it continues to meets your needs.
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.

An all-in-one wealth transfer checklist
Four steps to help you plan for the transfer of wealth and your values to loved ones.
Investing involves risk, including risk of loss.
This information is intended to be educational and is not tailored to the investment needs of any specific investor.
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

692111.10.2
Investing involves risk, including risk of loss.
This information is intended to be educational and is not tailored to the investment needs of any specific investor.
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

692111.10.2
Investing involves risk, including risk of loss.
This information is intended to be educational and is not tailored to the investment needs of any specific investor.
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

692111.10.2
Steps to take after a family health crisis
How Dad's death changed the way the Houser family prepared for Mom's potential health challenges.

Time to take away the financial keys?
Adult children have little knowledge about their parents’ finances. Here are seven ways to take charge.

Prevent financial elder abuse
What you can do about the all-too-common phenomenon of financial elder abuse.
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.
This information is intended to be educational and is not tailored to the investment needs of any specific investor.
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

692111.10.2