Estate Planning Conversations, Part 1

There are three basic steps to starting the estate planning process. First, you will need to get organized by documenting all of your assets. From there, you will need to consider who you would like to receive your assets upon your death. Finally, you will select the people you would like to help oversee the entire process. Pamela Pirone-Benson, vice president of advanced planning at Fidelity, joins us this weekend to discuss.

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