Julie Jason

Your Path to a Secure Retirement

Julie Jason's Guide to Connecticut Probate

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 

Julie Jason's Guide to Connecticut Probate: What Every Connecticut Family Needs to Know About Probate
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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.

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Julie Jason, Jackson, Grant Investment Advisers, Inc.,
2 High Ridge Park, Stamford, CT 06905  Tel: 203-322-1198
Copyright Julie Jason 2009.  All Rights Reserved. 
www.jacksongrant.us


  
            

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