Julie Jason

Helping Your Family Manage Wealth

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Every Connecticut family needs to discuss the future before an emergency arises.  Get the family together to plan after reading "Julie Jason's Guide to Connecticut Probate:  What Every Connecticut Family Needs to Know About Probate." Review your options.  Make sound decisions as a family. Avoid surprises and irreparable mistakes. 

   Did you know that:
  • You can inadvertently trigger income taxes when you inherit an IRA
  • "Avoiding Probate" can create more problems than it solves
  • A beneficiary may be able to replace a trustee
  • Avoiding Connecticut estate tax involves more than just living 6 months in Florida
  • If you are married, but have no children, you may have to share your spouse's estate with your in-laws 
Connecticut estate tax, Connecticut probate, julie jason
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To order a copy of Julie Jason's Guide to Connecticut Probate:  What Every Connecticut Family Needs to Know About Probate, click here