Edward Jones Investments - Debbie Allen
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Estate Plans & Trust
None of us can predict what the future holds.
The only way to help make sure that your loved ones are taken care of is to
build an estate plan* with clearly defined provisions in case the unexpected
does occur. Your investment representative can get you started by assembling
an Estate Planning Team to address these issues.
Your Estate Planning Team consists of your investment representative, an
attorney, a CPA or tax professional, a life consultant and a representative
from the Edward Jones Trust Company. It's the team's responsibility to help
you put the proper provisions in place to help protect you and your family
during incapacitation and ensure accurate distribution of your assets.
For more information, visit the following:
Estate Planning Checklist
Transfer on Death Agreement
Edward Jones Trust Company
*Edward Jones and its employees are not estate
planners and cannot offer tax or legal advice. Edward Jones Trust Company
is a division of Boone National Saving and Loan Association, F.A. Boone
National Saving and Loan Association and Edward Jones are separate
subsidiaries of the Jones Financial Companies, L.L.L.P.
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