5 Questions With Fidelity: Strategies To Manage Estate Taxes – Fidelity Investments – 06/28/24
5 Questions With Fidelity: Strategies To Manage Estate Taxes
Careful estate tax planning can help protect your legacy. The latest 5 Questions with Fidelity looks at this subject in detail. We go over everything that could be included in your estate, how different types of assets are valued, the effect of current tax legislation, what gifts are considered taxable, and more. This episode features Michelle Caffrey, CFP®, Vice President, Advanced Planning at Fidelity, and is hosted by Suzie Allen, Vice President, Insights from Fidelity Wealth Management.
