Important Information:

¹ In Quebec, direct beneficiary designations are limited to insurance products and certain types of annuities. As a result, some of the information discussed in this article may not apply to Quebec residents, who may need to address certain accounts in their wills.

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.