Couples Workshop: How to Coordinate Your Financial and Estate Plans

Couples Workshop: How to Coordinate Your Financial and Estate Plans

More About Couples Workshop: How to Coordinate Your Financial and Estate Plans

Is your estate plan in sync with your investment plan? Will your assets trigger estate tax? If you don't know, it's time to find out.
About this Event
If you are married, you need to be alert to a common estate planning pitfall: lack of coordination between your estate plan and your investment plan. A costly estate plan intended to save taxes and benefit heirs can be hampered if the assets don’t flow properly as planned. We will discuss how to help both spouses understand what will happen to their assets when one of them passes away. This conversation will be especially helpful to couples who need tax planning because their assets are large enough to trigger estate taxes. After attending this roundtable, you’ll be better able to ensure that your estate planning and investment planning are in sync.

About Julie Jason

A proponent of investor protection and financial literacy, Julie Jason is the founder of Jackson, Grant Investment Advisers, Inc., and an award-winning columnist and author who shares insights gained from a lifelong career in money management and law. Syndicated by King Features, her CLARION award-winning weekly column has been recognized by the IRS for “accurate, timely, informative and helpful tax information” and by the Society of Professional Journalists (CT Chapter) and the Connecticut Press Club for "Excellence in Journalism."

About Jackson, Grant

Jackson, Grant Investment Advisers, Inc. is an independently owned fiduciary boutique that serves high net worth families ($5 million minimum) as investment counsel. The firm is SEC registered, with offices in Stamford, Conn.click for details Tel: 203-322-1198

Tags: local events, is your estate plan in sync with your investment plan? will your assets trigger estate tax?



Event Details

Date: January 22, 2020
Time: 10:30am - 11:30am

Location:
Jackson Grant Investment Advisers Inc
2 High Ridge Park
Stamford CT 06905

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Share This Event
  • Visit Website
    Your Big Day deserves a personal touch. Instantly elevate your wedding with delicious chocolates custom engraved to accent your theme or with a personal message to share with your guests.

  • Visit Website
    Your outdoor room is a wonderful place for creative expression. Against The Grain gives you all the flexibility you need in style and designer color choices to finish off your fifth room with the perfect flourish.

  • Visit Website
    Choosing a NY or CT car service for your travel needs doesn’t have to be complicated. We’re Alan and Helen Pesce, and we’re the co-owners of CTNY Limo.

  • Visit Website
    Our mission is to celebrate Christ in a variety of worship services, promote diverse conversation that draws us to a richer understanding of Christ and his teachings, and to be a supportive community where Christ's vision of loving and serving one another is lived out.

    Explore your unique expression of faith. Worship with

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