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You may think that only people who are "wealthy" or have complicated family situations need an estate strategy, but that's not the case.
We believe that no matter what your net worth, you can benefit from working with a team of professionals to create an estate strategy that aligns with your wishes for the future. That's because without a proactive estate strategy, decisions about the care of your children, your assets and your health care may likely be controlled by provincial law and the courts.
Your Edward Jones advisor can help walk you through the process, prioritize your goals and work to coordinate your team of tax and legal professionals to help ensure your personal estate goals are met. We can also help ensure your investment strategy is aligned with your estate strategy.
For some, an estate strategy is as simple as a written will. For others, it can include several documents that work together to outline your wishes when it comes to finances and medical care – both during life and afterwards. So, what's best for you? It all depends on your goals and what's important to you. But here are some quick facts on the common types of documents or strategies that you should discuss with your estate-planning lawyer.
This is just a starting point to decide what may make sense for you. Talk with your Edward Jones Advisor to help get the process started with your team of legal and tax professionals today.
Edward Jones, its employees and financial advisors are not estate planners and cannot provide legal or tax advice. Please consult your lawyer or qualified tax advisor for further discussion about what planning is most beneficial for you.
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