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Wills And Trusts: What’s The Difference? – Fidelity Investments

Wills And Trusts: What’s The Difference?

Understanding the difference between a will and a trust is a key step in building an estate plan that helps protect your assets and your loved ones. On this episode of Fidelity’s personal finance podcast Money Unscripted, host Ally Donnelly sits down with Fidelity Vice President of Advanced Planning Pamela Pirone‑Benson to explain how wills and trusts work, who needs them, when you need to go through probate, the difference between a revocable and irrevocable trust, and why estate planning isn’t just for the wealthy. Watch now.

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Tags: beneficiary, Estate Planning, estate tax, estate tax exemption, Financial Planning, gifting, Irrevocable Trust, living will, probate, Retirement Planning, Revocable Trust, Roth IRA, Tax Planning, Taxes, Trusts, will
https://skloff.com/wp-content/uploads/2026/07/wills-and-trsust-whats-the-difference.jpg 720 1280 Aaron Skloff, AIF, CFA, MBA https://skloff.com/wp-content/uploads/2025/10/sfg-8.png Aaron Skloff, AIF, CFA, MBA2026-05-19 12:00:082026-07-08 21:01:39Wills And Trusts: What’s The Difference? – Fidelity Investments
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7682 Santa Margherita Way
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908-464-3060

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