How do I get started with my estate strategy?

The idea of putting together an estate strategy may sound complicated, but it doesn't have to be.
We can help you break the process into smaller pieces. The first steps are to identify where you are today and where you want to be.
Make a list of everything you own. Your Edward Jones financial advisor can help you group your assets, and can also help you make beneficiary designations on your retirement accounts, insurance policies and annuities and make sure they're up to date.
Things to consider:
Identify your goals.
Your Edward Jones financial advisor can help you begin to answer these questions and prioritize what's most important to you. Don't be intimidated – this is just a conversation to help you get started.
An estate-strategy team provides a comprehensive and streamlined approach to developing a strategy that works for you. Each member of your team will have a different area of expertise:
This graphic illustrates who's involved in developing an estate strategy. As the client, the process centers around you, as a team of professionals, including a financial advisor, attorney and CPA, circle you, all working together to create an estate strategy that reflects what's important to you.
Ask your financial advisor today about how you can work together to begin creating your personal estate strategy.
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.