Estate Planning Issues

None of us can predict what the future holds. The only way to help make sure that your loved ones are taken care of is to build an estate plan* with clearly defined provisions in case the unexpected does occur. Your financial advisor can get you started by assembling an Estate Planning Team to address these issues.

Your Estate Planning Team consists of your financial advisor, an attorney, a CPA or tax professional, a life consultant and a representative from the Edward Jones Trust Company. It's the team's responsibility to help you put the proper provisions in place to help protect you and your family during incapacitation and ensure accurate distribution of your assets.

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*Edward Jones and its employees are not estate planners and cannot offer tax or legal advice.

Edward Jones Trust Company™ and Edward Jones are subsidiaries of the Jones Financial Companies, L.L.L.P.

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