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Couples Workshop: How to Coordinate Your Financial and Estate Plans

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Jackson, Grant Investment Advisers, Inc.

2 High Ridge Park

Stamford, CT 06905

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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.https://www.jacksongrant.us Tel: 203-322-1198

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Jackson, Grant Investment Advisers, Inc.

2 High Ridge Park

Stamford, CT 06905

View Map

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