It’s one thing to transfer your wealth to heirs. It’s another to do it as tax-efficiently as possible. Join the Insights from Fidelity Wealth Management® team for the second installment in our 3-part series on estate planning. We’ll explore tax-smart strategies for passing assets to different members of your family – and different roles trusts can play in your estate plan. We’ll also talk about special considerations for blended families or single people. Specific topics we’ll cover include: - The impact of federal legislation on estate taxes, as well as state estate tax considerations - The different kinds of trusts (such as revocable and irrevocable) and who should consider them - Charitable strategies that can help manage taxes and support the causes you care about - The tax implications of inheriting retirement accounts – traditional IRAs, Roth IRAs, and 401(k)s – or real estate - Lifetime gifting strategies if you are interested in passing on assets while you’re still aliv 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 1258179.2.0 #estateplan #trust #estatetax #gifttax