Alison Carnie, CFP | Source | Principal at Edward Jones
Alison Carnie, CFP
Alison Carnie serves as director of Trust Services and Chief Administration Officer of the Edward Jones Trust Company. She is responsible for trust administration, estate settlement services and trust special asset administration. Alison first joined Edward Jones in 2006 as an intern in the legal and business development departments of Edward Jones Trust Company. After graduating from law school, she worked as an associate at a St. Louis-based law firm focused on estate planning.
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Edward Jones (https://www.edwardjones.com)
Principal
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Pandemic Prompted First-time Legacy Planning Conversations for 44.5 Million Americans, Edward Jones Finds
/PRNewswire/ -- According to a new study from financial services firm Edward Jones in partnership with Age Wave and Harris Poll, a third of U.S. adults (33%)...
Article
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It's no surprise that the pandemic made Americans more acutely aware of the need for discussions around end-of-life planning. We are encouraged that these tough conversations are happening more frequently, especially for individuals who did not have plans in place pre-pandemic. A financial advisor can help facilitate these conversations making things a little easier as family members navigate financial concerns, intergenerational needs and end-of-life financial considerations. To leave the legacy you desire, it's essential to have a strategy and seek out trusted advice from a financial professional.
