Congratulations! Getting married is a time to celebrate. And while finances shouldn't be your first priority, they're definitely important to discuss. We can help you blend your financial strategies in a way that works for you and your new spouse. This checklist can help you address implications that may apply to you.
This checklist can provide a good starting point. Reach out to your financial advisor as you go through this happy event to help ensure your financial strategy stays in line your goals.
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.