Avoiding Estate-Planning Mistakes | 5 Questions with Fidelity | Fidelity Investments

Creating an estate plan is a necessary process. To do it effectively, however, you need to make sure you consider taxes and estate laws, select the right team, communicate your plan, and more. The latest 5 Questions with Fidelity looks at the most common mistakes people make when creating an estate plan and shows you how to avoid them. Key Takeaways - Start your estate planning with asset titling, beneficiary designations, and a will. - Look into whether estate taxes affect you. The federal exemption amount ...