My wife and I had a very similar meeting with our Fidelity rep and the Fidelity estate attorney. The attorney confirmed that our existing estate plan was appropriate for us. They actually did not try to sell us anything at that meeting. They did recommend that we fill out the Fidelity POA form, which we did.I had a one-hour complementary Zoom meeting with Fidelity's in-house estate attorney who does not create trusts or do actual estate planning, but will discuss your situation and give you options to think about and a list of estate attorneys. I found it helpful.
Statistics: Posted by Hockey10 — Wed May 22, 2024 6:02 pm — Replies 26 — Views 1307