Make Estate Planning a Priority: Communicate and Take Action

Your family and friends hold a special place in your heart. That’s why estate planning is more than just creating a will; it’s an integral part of your financial strategy. Although the transfer of your estate can feel overwhelming, taking action now can help you manage the important details of the process. After all, it’s your legacy, and your estate plan can help shape the future.

Join your Edward Jones advisor for the free presentation Take Action Today: Estate Planning and You, which will cover:

• The key elements of estate planning*
• Tax-efficient wealth transfer strategies
• The importance of communicating with your loved ones

In addition, Jordan Atin, a lawyer who specializes in estates and trusts law, will offer his perspective on the importance of planning ahead when it comes to your estate. And Canadian Market Strategist Kate Warne will provide an update on the current market recovery and what it means for your portfolio. For dates and times, please contact your Edward Jones advisor.

* Edward Jones and its employees do not provide tax or legal advice. Review your specific situation with your tax advisor and/or legal professional for
information regarding, or issues concerning, the tax implications of making a particular investment or taking any other action.