Every Connecticut family will be touched by probate at some point following a death of a loved one. This four-part basics series will review Connecticut Probate Court resources, what to anticipate for planning purposes, and, in this age of do-it-yourself wills, the importance of engaging a trusts and estates lawyer who can help you plan for the future. 

This presentation does not offer legal advice or counsel, which can only be provided to you by your attorney. 

Session 4:  Essential Planning for Every Family
o    How to organize your records, protect your heirs
o    Finding a Trusts and Estates lawyer      
o    Integrating your Financial and Estate Plans

Julie Jason, JD, LLM started her Wall Street career as a lawyer before moving into management roles. More than thirty years ago, she founded 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, Julie writes for a broad audience of every financial means. Her award-winning weekly investor education column is syndicated by Andrews McMeel and is published locally in The Greenwich Time each Sunday. She is the author of nine books, including Julie Jason's Guide to Connecticut Probate: What Every Connecticut Family Needs to Know About Probate (LawFirst: 2008).

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