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.
One of the easiest ways to make sure your assets go to the people you intend is to list them as beneficiaries, successor holder, or successor annuitant as appropriate. 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 to receive the proceeds. 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 designations align with your overall estate strategy.
How we can help
Whether you need to name a beneficiary or would like to review your current designations, contact an Edward Jones financial advisor today to begin this important process.
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.