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.
You may know exactly how you would handle a certain medical situation – but if you don’t tell your family, how will they know? This becomes very important if your family is faced with making decisions on your behalf. We've worked with thousands of clients who have gone through this process and have found that communication makes a big difference. By taking this important step of talking with your family now, you can save confusion later.
One option is to call a family meeting and discuss everything. If you are uncomfortable discussing this topic in person, though, or believe your family may bring up questions you can’t answer, it may be a good idea to invite your Edward Jones advisor to the meeting.
Documenting your wishes allows your family to implement the decisions you've already made, rather than trying to figure out what you would have wanted. There are many ways of documenting your wishes and your lawyer can help you determine the best approach.
Your Edward Jones advisor can help you develop a strategy that's tailored to your needs and built to help protect against the unexpected.
Edward Jones does not provide tax or legal advice. You should consult with your qualified tax and legal professionals on your specific situation.
Insurance and annuities are offered by Edward Jones Insurance Agency (except in Québec). In Québec, insurance and annuities are offered by Edward Jones Insurance Agency (Québec) Inc.