What is estate planning? video

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Video transcript

What is estate planning?

What is estate planning?
Estate planning helps protect your family and your legacy with a plan for what happens in the event of your death or incapacitation.

Proper estate planning helps ensure your assets are accessible and accurately distributed without unnecessary fees and taxes.

How can I get started with estate planning?
There are many estate planning options, so the first step in creating the right plan is setting up a team of experienced professionals that can help you.

Start by finding an estate attorney and a CPA that you trust, and then talk with your Edward Jones financial advisor about a strategy for your financial accounts.

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Important Information:

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.