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High Net Worth Roundtable Discussion: Trusts & Estates: How to Coordinate Y...

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Jackson, Grant Investment Advisers, Inc.

2 High Ridge Park

Stamford, CT 06905

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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. Julie will provide the tools to gather the necessary information 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 ($2 million in Connecticut; $5.49 million federal). After attending this roundtable, you’ll be better able to ensure that your estate planning and investment planning are in sync.

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Jackson, Grant Investment Advisers, Inc.

2 High Ridge Park

Stamford, CT 06905

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