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Estate Planning Must Do’s
News

Estate Planning Must Do’s

from FIDELITY INVESTMENTS, FIDELITY VIEWPOINTS Choosing the right beneficiaries, accounts and forms of ownership is key to preserving your legacy. Do you know who your beneficiaries are, and how your assets are titled? These may seem like simple questions, but if you've spent many years accumulating bank and brokerage accounts, real estate, retirement accounts, annuities, and other assets, it’s not uncommon to forget or fail to update this important information.If you have proper beneficiary designations, your...
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