Estate Planning essentials: Why it matters and where to start (part 1) – Michelle Munro and Jacqueline Power

Podcast: FidelityConnects · Fidelity Canada

Opublikowano: 2026-10-05

Estate planning is about more than drafting a will. It's about ensuring wealth is transferred according to a client's wishes, minimizing potential complications and protecting the people and causes that matter most. Join Michelle Munro and Jacqueline Power for the first installment of FidelityConnects' three-part Estate Planning Series. In this podcast, they'll explore the fundamentals of estate planning, including the key components of an estate plan, the role of wills and trusts, wealth transfer considerations and common mistakes that can create unintended consequences. Recorded on August 18, 2026. At Fidelity, our mission is to build...