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Legacy Wealth Management ofBenjamin F. Edwards
Legacy Wealth Management ofBenjamin F. Edwards
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Legacy Wealth Management of
Benjamin F. Edwards

Estate Planning Strategies

Accidents Can Happen-Make Your Wishes Known

Blended Family Estate Planning

Charitable Lead Trusts

Common Estate Planning Techniques

Conducting a Family Meeting About Finances

Consider Trust Planning

Controlling Your Legacy

Estate Planning For Your Digital Assets

Essential Estate Planning Documents

Estate and Planning Organizer

Estate Planning for Single People - updated 5/5/25

Estate Planning Tips for Newlyweds

Grantor Retained Annuity Trusts

Incapacity Planning

Incentive Trusts - Does Your Beneficiary Need Some Incentive?

Jointly Held Property with Non-Spouses

Picking Up the Pieces - What to do When a Loved One Dies

Selecting the Appropriate Trustee

Special Needs Trust

Strategies to Keep Your Benes from Blowing Inheritance

Investment products and services are offered through Benjamin F. Edwards., Member FINRA and SIPC. Investment Advisory products and services offered by Benjamin F. Edwards and Co., an Investment Advisor registered with the SEC.

Investing involves risks, including the possible loss of principal.

Benjamin F. Edwards does not provide legal or tax advice. Please consult with your tax or legal advisors before taking any action that may have tax consequences. The information provided was prepared by, or in cooperation with, Benjamin F. Edwards and its accuracy and completeness are not guaranteed.

Investments in securities and insurance products:

ARE NOT FDIC-INSURED

ARE NOT BANK-GUARANTEED

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck