Edward Jones - Estate Planning Essential for Retirees and Business Owners

This is an in-person event and seating is limited. Advance registration is required.

• The essential estate planning documents every adult should have
• Common estate planning mistakes and how to avoid them
• How wills, powers of attorney, and healthcare directives work together
• The importance of beneficiary designations and keeping them up to date
• Strategies to help transfer wealth efficiently to the next generation
• How to reduce stress and uncertainty for your loved ones
• Key considerations for blended families, business owners, and retirees
• Practical steps to help ensure your wishes are carried out