Throughout the challenges of recent months, we've continued to safely serve investors' needs. As we gradually reopen our offices to in-person appointments, our approach will be thoughtful and individualized to each location. Learn more.
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. The first steps are to identify where you are today and where you want to be.
Make a list of everything you own. Your financial advisor can help you group your assets, and can also help you make beneficiary designations on your retirement accounts, insurance policies and annuities and make sure they're up-to-date.
Things to consider:
Identify your goals.
Your financial advisor can help you begin to answer these questions and prioritize what's most important to you. Don't be intimidated – this is just a conversation to help you get started.
We believe an estate-planning team provides a comprehensive and streamlined approach to developing a strategy that works for you. Each member of your team will have a different area of expertise:
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.