Estate Planning

We can also help you plan financially for the unexpected should you be unable to make financial and medical decisions for yourself. Estate planning is all about leaving the financial legacy you want to those that are most important to you.
Access an Educational Partnership
We’ll work with you to identify and address the communication, planning and family governance issues that can help keep future generations unified around the goals that are important to you. Trusts allow you to specify how and when your clients' assets will be distributed after death. Let our tax-efficient investing strategies show you potential ways to preserve clients’ wealth. As an advisor, you can add significant value by helping clients build tax efficiency into their estate plan.
Edward Jones Trust Company as a trustee
As an advisor, you can help facilitate the family meeting by acting as an impartial moderator, strengthening your connection to the family beyond the head of household, and providing support during the eventual transition of wealth. It can also help with objectives and goals in maintaining wealth and optimizing estate tax implications. 124 trillion in wealth will be transferred to heirs or charity between 2024 and 2048


She was able to choose exactly which assets to transfer into the trust — those she thought would appreciate the most — and in doing so created more wealth for the trust beneficiaries than she expected, says Galvagna. In addition, a trust can offer valuable protections from potential lawsuits, creditors, divorces, transfer taxes and those who might prey on the wealthy. Adding a trust to your estate plans can help as you look to protect your family’s future — while also allowing you to maintain some control. A Lifetime Asset Protection Trust provides lasting security and long-term control over the destiny of your legacy.