Estate & Legacy Strategies


At Edward Jones, we understand the importance of planning for the future, especially when it comes to protecting your assets and ensuring your legacy. Our Estate & Legacy Strategies service helps you create a comprehensive plan that reflects your wishes for distributing your wealth and securing your family's financial future. Sara Kobe works closely with you to develop a personalized strategy that includes considerations for taxes, trusts, and inheritance, ensuring that your estate is managed according to your goals.

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