Adding to your family is an exciting event. With so much to think about and do, we know it can also be a little stressful – and we want to be there to help with your financial needs. This checklist can help you address a wide range of financial considerations before your new addition arrives.
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.