Estate & Legacy Strategies

Embarking on the journey of crafting an estate strategy may seem complex, but at Edward Jones, we simplify the process to help you get started with confidence. Beginning with an assessment of your current financial standing and your aspirations for the future, our financial advisors guide you through each step, breaking down the process into manageable components. First, we identify all your assets and ensure beneficiary designations are up to date, covering investment and retirement accounts, real estate, personal property, insurance policies, and estate documents. Next, we explore your goals and priorities, addressing questions about inheritance, charitable giving, tax considerations, and family dynamics. This conversation serves as a foundation for developing a tailored estate strategy that reflects your wishes and safeguards your legacy. Working collaboratively with your team of professionals, including attorneys and tax experts, we ensure a comprehensive approach that aligns with your vision and objectives, providing peace of mind for you and your loved ones.

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