If you’re looking to pass along your money to family, friends, charity, or all of the above, we’ll provide guidance designed to help you do so in an efficient, tax-friendly way that maximizes the impact of your giving.
Our experience helping clients navigate estate plans, establish trusts, and develop charitable giving strategies can help make your plans a reality.
We work with specialists who can help you create an approach designed to reduce the tax impact on your estate, helping to ensure that more of your money goes to your heirs.
We can work with your loved ones to set them up for long-term success and aid with a smoother transition of your wealth.
Your team can bring in experts from both inside and outside Fidelity, who can help with everything from organizing and preparing your estate documents to administering your trust.
We can help support you and your family with regard to topics such as your plan for aging, your charitable gifting strategy, asset distribution, and how you hope your long-term legacy will be carried out. Our team will take into account how to accomplish your goals in the most tax-efficient manner.
Since 1991, Fidelity Charitable®, an independent 501(c)(3) public charity, has been the leader in charitable planning and giving solutions. It can help your generosity go further, in your lifetime and beyond.
Fidelity Personal Trust Company can help bring objectivity, continuity, and experience to the management of your trust. A trust can provide you with greater control over how your wealth is distributed—start online in just 3 simple steps.
Fidelity offers multiple options to help you save and invest for the important people in your life.
Preparing for the future as a family can create closeness, clarity, and peace of mind. Fidelity is ready to help your family talk about and financially prepare for whatever comes next.
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For those with more complex needs, our Fidelity Private Wealth Management® offering can provide unique ways to help grow, protect, and transition wealth.
A conversation with an advisor is the first step to helping you find the right approach to reach your goals.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
Minimum asset requirements apply.
Trust services are offered through Fidelity Personal Trust Company, FSB (FPTC), a federal savings bank
Fidelity Charitable is the brand name for the Fidelity Investments® Charitable Gift Fund, an independent public charity with a donor-advised fund program. Various Fidelity companies provide services to Fidelity Charitable. The Fidelity Charitable name and logo, and Fidelity are registered service marks of FMR LLC, used by Fidelity Charitable under license. Giving Account is a registered service mark of the Trustees of Fidelity Charitable.
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.
Fidelity advisors are licensed with Strategic Advisers LLC (Strategic Advisers), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity advisor provides advisory services through Strategic Advisers for a fee or brokerage services through FBS will depend on the products and services you choose.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
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