Planning your estate
An estate strategy helps provide for what you value most and you can appoint someone to make decisions on your behalf if you can no longer do so.
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Do I need an estate strategy?
Estate planning is peppered with myths, such as estate plans are only for the wealthy or those with complicated estates, but that is not true.
When should I start?
We believe putting an estate strategy in place is an important part of your overall financial strategy, regardless of your age.
How do I get started?
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.
Naming beneficiaries
One of the easiest ways to make sure your assets go to the people you intend is to list them as beneficiaries.
Should I consider setting up a trust?
There are numerous types of trusts – and reasons each type could make sense for you – depending on your financial and personal situation.
What is probate?
Although states have slightly different rules, probate is the court process that helps ensure your wishes, as outlined in your will, are carried out. Probate is also the process of legal administration for those without a will.
Funding your legacy with life insurance
Life insurance can offer more than just protection for the unexpected. It also can help you accomplish your legacy goals.
Should I worry about estate and inheritance taxes?
The estate and inheritance tax environment is dynamic and differs by state. Taking steps today may help reduce the taxes you or your heirs may have to pay later.
Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. You should consult your estate-planning attorney or qualified tax advisor regarding your situation.