At Estate & Legacy Strategies by Edward Jones, located at 38750 Proctor Blvd. in Sandy, Oregon, we believe that everyone can benefit from having an estate strategy, regardless of their net worth or family situation. Without a proactive estate plan, crucial decisions about your assets, children, and healthcare may be left to state law and the courts. Our team of professionals is here to help you create a customized estate strategy that aligns with your wishes for the future. Whether you're looking to protect your assets, ensure the well-being of your loved ones, or minimize taxes, your financial advisor will work with you to prioritize your goals and coordinate with tax and legal professionals to ensure your estate plan reflects your wishes. Additionally, we'll help ensure that your investment strategy is aligned with your estate strategy for a comprehensive approach to your financial well-being.
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