Whether you’re young or young at heart – and regardless of how much you have – you'd probably like your future personal and financial decisions to be handled in a particular way. That's how you create your legacy. What do you want it to be? Now is a good time to decide and take control of your financial future. We believe your strategy should include:
In this short video, we meet a couple who has recently started putting a proactive strategy in place so that they are in control of their legacy – ensuring the most important items are cared for as they intend.
Everyone's estate goals are different, so it's important to work with your financial advisor and team of legal and tax professionals to plan your estate in a way that is right for you and your family.
For more information or to open an account, set up a face to face meeting with the Edward Jones financial advisor in your community.
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Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. You should consult your estate-planning attorney or qualified tax advisor regarding your situation.