Educational brochures and journals to help you stay informed
As a special service to our professional partners, Edward Jones publishes complimentary educational brochures and quarterly journals on topics of particular relevance to legal and tax professionals who provide clients guidance regarding financial concerns.
Publications are added monthly, so bookmark this page and visit regularly! Let Edward Jones earn the privilege of becoming your "go-to investment resource" by helping you stay abreast of tax and legislative developments that may affect your clients.
Brochures are published throughout the year and cover a variety of topics.
View our most recent titles here or contact an Edward Jones financial advisor to arrange for direct delivery of printed versions as they’re published:
- Life Insurance Considerations for Legal and Tax Professionals (PDF)
- Business Succession Planning (PDF)
- Charitable Giving: Tax Benefits and Strategies (PDF)
The Connection journal
Tax and legal professionals receive timely updates on topics such as business and individual federal tax laws and regulations, court decisions, IRS rulings, industry trends and other issues through this journal published in partnership with Wolters Kluwer.
View our most recent issue here or contact an Edward Jones financial advisor to arrange for direct delivery of printed versions as they’re published:
Additional resources and services
To learn more about these resources and how we can help you help your clients work toward their financial goals, contact your local Edward Jones financial advisor today.
1Professional brochures and The Connection are published by Edward D. Jones & Co., L.P., d/b/a Edward Jones, 12555 Manchester Road, St. Louis, MO 63131. Brochure content may be provided by All-Star Tax Series, LLC and reprinted by Edward Jones with permission from All-Star Tax Series, LLC; The Connection journal content is provided by CCH, a Wolters Kluwer business. Opinions and positions stated in these materials are those of the authors and do not necessarily represent the opinions or positions of Edward Jones. Publications are for educational and informational purposes only. They are not intended, and should not be construed, as a specific recommendation or legal, tax or investment advice. The information provided is for tax and legal professionals; it is not for use with the general public. Edward Jones, its financial advisors and its employees cannot provide tax or legal advice; before acting upon any information in these publications, individuals should consult a qualified tax advisor or attorney regarding their circumstances.
2Edward Jones Trust Company commences service as trustee only upon formal acceptance of its appointment. Before accepting such appointment, Edward Jones Trust Company must review the documents and the assets of the trust. Such review is performed at the time Edward Jones Trust Company is called on to serve (e.g., death or resignation of prior trustee). Edward Jones Trust Company assumes no fiduciary responsibility for assets added to any trust unless it has received and formally accepted such assets.
Trust and related services are provided by Edward Jones Trust Company, an affiliate of Edward D. Jones & Co., L.P. (Edward Jones), a registered broker-dealer. Edward Jones Trust Company and Edward Jones are subsidiaries of the Jones Financial Companies, L.L.L.P. Edward Jones Trust Company may use Edward Jones or other affiliates to act as a broker-dealer for transactions or for other services. Payments of such services may be charged as an expense to the trust and will not reduce the amount of fees payable to Edward Jones Trust Company.