Do you have assets you’d like to pass onto the next generation? In this episode of 5 questions with Fidelity you’ll learn why you need an estate plan, as well as strategies to help you more effectively pass on your wealth. We’ll cover how to begin the process and how estate planning can help reduce your taxes. Featuring Mike Christy, Regional Vice President, Advanced Planning at Fidelity, and our host, Suzie Allen.

0:00 Introduction
0:18 Who Needs an Estate Plan?
1:38 What Happens if You Don’t Create an Estate Plan?
3:03 How do Assets Pass to Beneficiaries?
4:40 How Can You Use an Estate Plan to Minimize Taxes?
5:39 What About Trusts?
6:36 Where to Find Help with Estate Planning?

Questions? Drop them below 👇 and we’ll reply right in the comments.

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