Estate planning: The four documents you need

https://is1-ssl.mzstatic.com/image/thumb/Podcasts112/v4/be/76/bb/be76bbca-5896-24cf-0812-87d1fcc90498/mza_11330746016827851880.jpg/600x600bb.jpg

Money Unscripted

Fidelity Investments

31 episodes

2 days ago

On Money Unscripted, we share your stories and get helpful money insights from Fidelity pros. From careers to caregiving, paying for college to planning for retirement, it’s the personal side of finance–jargon and judgment free. Join host Ally Donnelly every other Tuesday, because it’s your life–get your money’s worth. Have a question, comment or episode idea? We’d love to hear from you! Email us at moneyunscripted@fidelity.com. Join us at Fidelity.com/MoneyUnscripted. Investing involves risk, including risk of loss. Fidelity Brokerage Services LLC, Member NYSE, SIPC(https://www.sipc.org/), 900 Salem Street, Smithfield, RI 02917

All content for Money Unscripted is the property of Fidelity Investments and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Education,

Business

Estate planning: The four documents you need

Money Unscripted

17 minutes 27 seconds

5 months ago

Estate planning: The four documents you need

Estate planning is a process that’s full of emotions. And full of questions. Where do you start? Who should be part of the conversation? And what are the key documents you need? On this episode of Money Unscripted, host Ally Donnelly and Fidelity’s Pamela Pirone-Benson break down everything from writing a will and setting up a trust to choosing your power of attorney and navigating estate taxes. Watch now. 5 steps to create an estate plan: https://www.fidelity.com/viewpoints/wealth-management/estate-planning-made-easy 10 Estate planning pitfalls to avoid: https://www.fidelity.com/viewpoints/wealth-management/estate-planning-common-pitfalls View all episodes here: https://www.fidelity.com/learning-center/money-unscripted. New episodes drop bi-weekly on Tuesdays. Have a comment or episode idea? We’d love to hear from you! Email us at moneyunscripted@fidelity.com. Be sure to follow, like, and share Money Unscripted! © 2025 FMR LLC. All rights reserved.