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Many people don't take the time to think about estate planning because they think it's only for the wealthy or those living in retirement. But thinking about estate strategies is important for just about everyone – to ensure not only that your assets are handled properly, but also that you and your loved ones are cared for as you wish – should you be unable to make such decisions.
The following list of questions will take you through estate-planning considerations, and it will help you prepare for a discussion with your financial advisor. Note: While Edward Jones cannot provide estate-planning advice, it is helpful for us to understand how your current situation and estate goals may affect your investment strategy.
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, your 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.
*Trust and related services are provided by Edward Jones Trust Company, an affiliate of Edward D. Jones & Co., L.P. (Edward Jones), a dually registered broker-dealer and investment advisor. Edward Jones Trust Company and Edward Jones are subsidiaries of the Jones Financial Companies, L.L.L.P. Edward Jones Trust Company may use Edward Jones or other affiliates to act as a broker-dealer for transactions or for other services. Payments of such services may be charged as an expense to the trust and will not reduce the amount of fees payable to Edward Jones Trust Company.