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.