My Life, My Legacy

This guide serves as a tool to assist your loved ones with the information they need to eliminate the difficulties they might face in handling your last wishes
and settling your financial affairs.
        

Life Events

No matter what stage of life you’re in, we can help you plan your next steps.

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Preparing for Retirement

Your retirement should be the best years of your life. Take the time to plan now so you can live the way you want in retirement. The level of retirement income you’ll need depends on a number of factors ranging from hobbies, to relocation and even when you want to retire.

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Planning with Parents

At some point in their lives, your parents may need help with important tasks like estate and health care planning. If you’re like many adult children, you may find it difficult to bring up these subjects with your parents.

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Paying for College

Investing in your child’s future is one of the most important responsibilities you have as a parent. Are you saving enough for your child’s college education? Do you have a strategy for tapping into your savings when it’s time to pay for college?

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Caring for Aging Parents

Your parents worked hard to raise and protect you. Protect them by working with us to plan ahead for future healthcare, financial and estate-planning decisions.

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Planning Your Estate

Life is constantly presenting new challenges.  Is your estate plan up to date? Our team knows what life events should trigger a review of your estate plan and can help you review your beneficiaries and make sure your wishes are carried out.

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Loss of a Loved One

Losing someone close to you is hard enough.  Fidelity Bank Trust Services can help you manage your loved one’s affairs so you can focus on your family.

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We do not provide legal or tax advice. Please consult your legal or tax advisor in regards to your own situation.