Join Fidelity’s Jurrien Timmer, Leanna Devinney, and Jim Armstrong as they discuss the latest market news. This week’s episode also features a segment on Estate Planning where we’ll dive into who needs one, what goes into one, and how to approach the decision with family members.

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As we go through life, there are certain milestones we reach that require us to take stock of our financial situation. One of the most important milestones is when we start thinking about our estate plan. Many people don’t think about estate planning until it is too late. Estate planning is essential for every adult, regardless of their age or wealth.

The primary reason to create an estate plan is to ensure that your assets are distributed according to your wishes after you pass away. An estate plan can also include instructions for how you want to be buried or cremated, guardianship for minor children, and medical directives that define your wishes about end-of-life care.

Another important reason to create an estate plan is to minimize the estate tax liability. Estate tax is a tax on the transfer of property upon your death. It is a federal tax that applies to estates that exceed a certain value. Without an estate plan, your heirs may end up paying a higher amount of estate tax.

Creating an estate plan requires you to take stock of your assets and liabilities. You will need to think about how you want your assets distributed and who will be the beneficiaries. You’ll also need to consider who you want to be in charge of your estate when you pass away.

Creating an estate plan can help avoid costly legal battles between your heirs or other family members. Without an estate plan in place, your assets will be distributed according to state law. This can lead to disputes between family members and can even result in assets being tied up in probate court for years.

In conclusion, everyone needs an estate plan. Whether you’re a young adult starting out in life or a retiree enjoying your golden years, having an estate plan in place is essential. It protects your assets, ensures your loved ones are cared for after your passing, and minimizes tax liability. It’s never too early or too late to start planning for the future. Work with an estate planner to create an estate plan that meets your unique needs and goals.