Transferring wealth to your loved ones 

As you prepare to transfer assets to the next generation, these key considerations can help you leave a legacy that aligns with what's important to you.


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Deciding when and how to leave your wealth to your beneficiaries can be complicated. Considering the steps below can help you provide for your loved ones in a way that matters most to you.

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7 factors to consider when planning your estate

How Edward Jones can help 

Passing your wealth to your loved ones can be a complicated process. It is important to start the estate-planning conversation with an estate attorney, financial advisor and other professionals (like a CPA) to help you develop and execute a plan that meets your specific needs.

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Help protect your family’s future with an estate plan

Creating an estate plan doesn’t have to be overwhelming. Follow these three steps to get started.

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