09/01/2026
When planning your estate, treating children fairly doesn't always mean dividing assets equally.
One child may want to continue operating the family business. Another may hope to keep the family cottage.
Estate equalization strategies can help families preserve important assets while keeping inheritances balanced. In some cases, life insurance may provide the liquidity needed to help ensure children are treated equitably without forcing the sale of a business, farm or cottage.
Wondering what approach works best for you? Let's explore strategies that can help support both your family and your legacy.
Edward Jones, its employees and Edward Jones advisors are not estate planners and cannot provide tax or legal advice. Please consult appropriate tax, legal and insurance professionals regarding your circumstances.
Life insurance can play a powerful role your estate planning, helping you to secure your family’s financial future.