Trusts & Estates for Couples

2 High Ridge Park,Stamford CT 06905

11 May, 2023

Description

If you are married, you need to be alert to a common pitfall: lack of coordination between your estate and investment plan. 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. The goal is to help you come away with a list of questions when thinking “big picture” about the future. About Julie Jason, JD, LLM Julie Jason is the founder of Jackson, Grant Investment Advisers, Inc. of Stamford, CT, a boutique investment counsel firm for select high-net-worth families and proponents of financial literacy for all. She is the author of a number of award-winning investment books and a weekly investor education column recognized for clarity and accuracy in reporting. Her latest book was released by the American Bar Association, “The Discerning Investor: Personal Portfolio Management in Retirement for Lawyers (and Their Clients).” About Jackson, Grant Jackson, Grant Investment Advisers, Inc. is an independently owned fiduciary boutique that serves high-net-worth families ($5 million AUM) as investment counsel. The firm is SEC registered, with offices in Stamford, Conn. https://www.jacksongrant.us Tel: 203-322-1198