Pamela Pirone-Benson

Pamela Pirone-Benson from Fidelity discusses estate planning essentials, including organizing assets, choosing beneficiaries, and selecting overseers. The podcast delves into wills, trusts, and the importance of a financial planning team. Tax implications, asset distribution, and the role of estate tax planning are highlighted for wealthy retirees.

Pamela Pirone-Benson from Fidelity discusses estate planning basics, optimizing financial support for family members, facilitating essential conversations, and the importance of estate planning. The podcast emphasizes the need for open dialogues, professional guidance, and regular plan updates.