An estate plan is a critical piece of the financial-planning puzzle. It helps you to protect what you’ve saved over your lifetime, transfer your assets, and provide your loved ones with peace of mind. We’ll discuss the documents, people, and strategies that can help you pass on your wealth in the way you intend. Specific topics we'll cover include: - Getting started with estate planning, including the four ways to pass assets to heirs - Creating estate planning goals, keeping in mind your values, your heirs, and their needs - Identifying the five key roles you'll need to fill to implement your plan, and creating the four critical documents - Holding family conversations about your wishes, so your heirs have transparency about your intentions - Revisiting your plan, in case of new legislation, family dynamics, or other reasons 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 Find an advisor: https://digital.fidelity.com/prgw/digital/faa/0/connect-with-an-advisor?ccmedia=YouTube&ccchannel=social_organic&cccampaign=Wealth&ccdate=&cccreative=Find_An_Advisor&ccformat=video • 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/ • Ask Fidelity on X: https://www.twitter.com/Fidelity Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 1257255.2.0