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Why Should I Name Beneficiaries On My Accounts?

One of the easiest ways to make sure your assets go to the people you intend is to list them as beneficiaries. Taking the time to really think about your options is one of the most important steps you can take when it comes to planning your estate.

First, you'll need to decide whom you want to name as a beneficiary. Your financial advisor can work with you and your estate planning lawyer to review your accounts and identify your options. That way, you'll have a coordinated strategy to help make sure your beneficiary designations align with your overall estate strategy.

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.

More Resources:

Leaving a Legacy – Planning Your Estate or Inheritance

The following list of questions will take you through estate-planning considerations, and it will help you prepare for a discussion with your financial advisor.

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    Should I consider setting up a trust?

    Trusts can provide potential benefits, like control, incapacity protection, potential probate avoidance and tax planning opportunities.

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    Should I Worry About Estate Taxes?

    Taking steps today may help reduce the amount of taxes you or your heirs may pay later.

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