Estate Planning Documents
Estate planning documents can protect your loved ones and carry out important goals.
The most basic estate planning document, a will allows you to name beneficiaries, distribute personal property and, if you have minor children, name their guardians.
A trust may give you control and flexibility in reaching your goals, providing for heirs and potentially minimizing estate taxes.
We do not provide legal or tax advice. Please consult your legal or tax advisor in regards to your own situation.
Financial products made available or recommended by Fidelity Bank that are not bank deposits are not insured by the FDIC; are not a deposit or other obligation of, or guaranteed by, Fidelity Bank; and are subject to investment risks, including possible loss of the principal amount invested.