When planning for a secure future, it’s very important to be clear about your wishes and to make sure loved ones understand your intentions. Join the Insights from Fidelity Wealth Management℠ team as we discuss the importance of holding conversations that can provide your family with greater peace of mind by avoiding surprises after you’re gone. We’ll also talk about actionable strategies that can help you pass on the wealth you've built. Specific topics we'll cover include: - Developing an estate plan and keeping it current to help meet the needs of multiple generations - Setting legacy goals, gifting strategies, and plans for passing on assets such as real estate or heirlooms - Conversing about hard emotional topics—for example, why you selected certain individuals for roles such as executor or trustee - Preparing the next generation to be good stewards of the family wealth - Handling the unique challenges and complexity of blended families Questions? Drop them below 👇 and we’ll reply right in the comments. Watch our latest webinars: https://www.fidelity.com/learning-center/wealth-management-insights/insights-live-on-demand Get our latest Insights and perspectives on the markets: https://www.fidelity.com/learning-center/wealth-management-insights • To see more videos, subscribe on YouTube: https://www.youtube.com/fidelityinvestments • Follow Fidelity on Reddit: https://www.reddit.com/r/fidelityinvestments/ • Follow Fidelity on Instagram: https://www.instagram.com/fidelityinvestments • Follow Fidelity on TikTok: https://www.tiktok.com/@fidelityinvestments • Follow Fidelity on Facebook: https://www.facebook.com/fidelityinvestments/ • Follow Fidelity on LinkedIn: https://www.linkedin.com/company/fidelity-investments/ • Follow Fidelity on Discord: https://discord.gg/FidelityInvestments • Ask Fidelity on X: https://www.twitter.com/Fidelity Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 1234511.2.0 #estateplan #legacy #wealthmanagement #financialplanning