What happens if you have no will? What happens to your retirement plans? How will your assets flow to your heirs? What happens if you are incapacitated? What can you do to make sure you have the right team in place before an unexpected incapacity or a death?  In this presentation, learn the things you need to know if you are going to prepare your own will, or how to find an attorney to help with your trust & estate plan. We will also highlight changes to the Federal exemption amount impacting large estates. 

Julie Jason, JD, LLM, developed her views on financial services over a lifelong career in law and management, starting out on Wall Street as a lawyer after earning her LLM from Columbia University. More than twenty-five years ago, Jason founded her own Investment Counsel firm—Jackson, Grant, Investment Advisers, Inc. of Stamford, CT, a fiduciary boutique—where her team manages personal portfolios for high net worth families. A proponent of financial literacy, Ms. Jason writes for a broad audience of every financial means. Her award-winning weekly investor education column, which celebrated a 1,000 column milestone in 2017, is syndicated by Andrews McMeel and is published locally in the Greenwich Time each Sunday and in a number of other Hearst newspapers.

To get early access to all the Library's Small Business, Jobs & Careers, and Nonprofit programs and events, sign up here for the monthly Business & Career Email List.

Yang Wang
203-622-7924
ywang@greenwichlibrary.org