Preserving Your Savings for Future Generations with Fidelity

Learn about the basics of estate planning and get a general understanding of what assets are potentially taxable and how they might be distributed. Discover the importance of a living will and health care proxy, and the basics of trusts, gifting, and possible insurance replacement strategies. *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.