Planning your estate

We believe everyone needs an estate strategy. Why? Because it's not about how much money you have. It's about control.

  A grandfather and his two young grandchildren pose for a photograph.

What is an estate strategy - and do I need one?

You may think that only people who are "wealthy" or have complicated family situations need an estate strategy, but that's not the case.

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When should I start?

Regardless of your age, we believe putting an estate strategy in place is an important part of your overall financial strategy.

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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.

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Why should I name beneficiaries?

One of the easiest ways to make sure your assets go to the people you intend is to list them as beneficiaries.

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Should I consider setting up a trust?

There are numerous types of trusts — and reasons why each type could make sense for you — depending on your financial and personal situation.

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What is probate?

If you understand how probate works in your province, you can put estate strategies in place to potentially avoid probate.

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What conversations should I have with my family?

When family members know about your preferences, they will feel more comfortable making the right decisions for you when needed.

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Important Information:

Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. You should consult your estate-planning lawyer or qualified tax advisor regarding your situation.