Throughout the challenges of recent months, we’ve continued to safely serve investors’ needs. As we gradually reopen our offices to in-person appointments, our approach will be thoughtful and individualized to each location. Learn More
You may think that only people who are "wealthy" or have complicated family situations need an estate strategy, but that's not the case.
We believe that no matter what your net worth, you can benefit from working with a team of professionals to create an estate strategy that aligns with your wishes for the future. That's because without a proactive estate strategy, decisions about the care of your children, your assets and your health care may likely be controlled by state law and the courts.
Your financial advisor can help walk you through the process, prioritize your goals and work to coordinate your team of tax and legal professionals to help ensure your personal estate goals are met. We can also help ensure your investment strategy is aligned with your estate strategy.
For some, an estate strategy is as simple as a written will. For others, it can include several documents that work together to outline your wishes when it comes to finances and medical care – both during life and afterwards.
So, what's best for you? It all depends on your life and what's important to you. But here are some quick facts on the common types of documents or strategies that you should discuss with your attorney.
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.
We're there with you throughout all of life's milestones. These checklists can help you take care of the responsibilities associated with important events.Read more
Dealing with a death in the family is an emotionally draining and challenging time, but having to struggle with assets that are held up in probate can unnecessarily add to the burden.Read more