Fidelity Viewpoints: Market Sense

11/2: Is a trust right for you?


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This week, Jurrien Timmer and Leanna Devinney join host Jim Armstrong for a glimpse into the market and then zero in on a specific aspect of estate planning: trusts. Turns out, they are not just for the wealthiest of the wealthy and they can help you control where your money is distributed — and on what terms.
Read the full transcript.
Watch the video replay.
Read about key considerations for a trust.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
Views expressed are as of the date indicated, based on the information available at that time, and may change based on market or other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author and not necessarily those of Fidelity Investments or its affiliates. Fidelity does not assume any duty to update any of the information.
This podcast is intended for U.S. persons only and is not a solicitation for any Fidelity product or service.
© 2021 FMR LLC. All rights reserved.
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