Advanced estate planning: Tax strategies to maximize your legacy (part 3) – Michelle Munro and Jacqueline Power

Podcast: FidelityConnects · Fidelity Canada

Opublikowano: 2026-10-17

Estate planning doesn't end with wills and estate structures. For many clients, the biggest determinant of what beneficiaries ultimately receive is how effectively taxes are managed. Join Michelle Munro and Jacqueline Power for the third and final installment of FidelityConnects' Estate Planning Series as they explore the advanced planning strategies that can help preserve wealth and maximize a client's legacy. This session examines the tax implications that arise at death and how proactive planning can significantly influence outcomes for families, business owners and future generations. Recorded on September 25, 2026. At Fidelity, our mission is t...