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

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.

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La planification successorale : stratégies d’optimisation fiscale (partie 3) – Michelle Munro et Jacqueline Power

Pour une version avec des sous-titres français, veuillez consulter https://youtu.be/cOAVivdYFzY

La planification successorale ne se limite pas à la rédaction d’un testament et à la gestion d’un patrimoine. Bien souvent, la valeur du patrimoine transmis dépend du degré d’efficacité fiscale.

Dans ce troisième et dernier volet de la série sur la planification successorale des DialoguesFidelity, Michelle Munro et Jacqueline Power présentent les stratégies de planification avancées visant à préserver le patrimoine et à optimiser la succession.

Cette séance passe en revue les implications fiscales lors d’un décès et l’importance de la planification sur le transfert de patrimoine pour les familles, les propriétaires d’entreprise et les générations futures.