Losing a loved one is never easy. On top of the emotional distress, you may suddenly have to deal with financial issues you've never encountered. This guide can help walk you through some of the most important steps to take on behalf of your loved one's finances.
Do you have a strategy for your own estate? Sometimes it takes going through a difficult situation to realize the importance of being prepared. If you don't already have an estate strategy in place, an Edward Jones financial advisor can help walk you through the process of prioritizing your goals and work to coordinate your team of tax and legal professionals to help ensure your goals are met.
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.
Edward Jones is a licensed insurance producer in all states and Washington, D.C., through Edward D. Jones & Co., L.P. and in California, New Mexico, and Massachusetts through Edward Jones Insurance Agency of California, L.L.C.; Edward Jones Insurance Agency of New Mexico, L.L.C.; and Edward Jones Insurance Agency of Massachusetts, L.L.C.