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SUMMARY:Estate Planning for Seniors Series: Session 4: Essential Planning for Every Family
DESCRIPTION:\n\nEvery 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. \n\nThis presentation does not offer legal advice or 
 counsel\, which can only be provided to you by your attorney. \n\nSession 
 4:  Essential Planning for Every Family\no    How to organize your 
 records\, protect your heirs\no    Finding a Trusts and Estates lawyer      
 \no    Integrating your Financial and Estate Plans\n\n\nJulie 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). \n\n 
 \n\n\n\n \n\n\n\nTo 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.\n\n
ORGANIZER;CN="Colleen Wood":MAILTO:cwood@greenwichlibrary.org
CATEGORIES:Business, Career, and Finance
CONTACT;CN="Colleen Wood":MAILTO:cwood@greenwichlibrary.org
STATUS:CONFIRMED
UID:LibCal-14369941
URL:https://greenwichlibrary.libcal.com/event/14369941
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