Preparing Your Estate Plan
Silence may be golden, but not when it comes to your estate. It's a topic people tend to put off or ignore, but one of the most important things you can do is to develop a sound plan for your estate. Doing so lets you take a giant step toward a more secure future for yourself and generations to come.
Attend our Preparing Your Estate Plan presentation to learn:
- What to consider when creating your will
- The benefits of trusts when planning for your estate
- How to help reduce taxes on your estate
- How insurance may help protect your family
An estate-planning attorney also will be available to answer your questions.
Please use the RSVP form below or call today to reserve space for yourself and a guest at this event. We look forward to seeing you!
When
Mar. 22, 2025
Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. You should contact a qualified tax or legal professional regarding your specific 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. California Insurance License OC24309.