Speaker Series
October 2007
Author Julie Jason, Book Signing and Discussion
Julie Jason's Guide to Connecticut Probate: What Every Connecticut Family Needs to Know
October 24, 2007, 2:00pm
Location: The Ryan-Matura Library
Julie Jason, JD, LLM, is a personal money manager with twenty-five years of experience in the investment industry, having started on Wall Street as a securities lawyer. She is the principal and cofounder of Jackson, Grant, an investment firm in Stamford, Connecticut, that specializes in managing irreplaceable assets. Ms. Jason writes a nationally syndicated investment column that originated in the Stamford Advocate and Greenwich Times. Her articles have appeared in such financial publications as Fortune, Consumers Digest, and Profit Sharing. Her previous books include You and Your 401(k) and The 401(k) Plan Handbook.
Topic Summary: The Ryan-Matura Library and The Center for Financial Education are once again co-sponsoring an author visit to Sacred Heart University. Julie Jason will be coming to campus to discuss her book and answer questions from the audience regarding Connecticut Probate.
The following is a brief overview of the content of Julie Jason's Guide to Connecticut Probate: What Every Connecticut Family Needs to Know About Probate from the author's website, http://www.juliejason.com
Did you know that:
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You can inadvertently trigger income tax when you inherit an IRA.
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"Avoiding Probate" can create more problems than it solves.
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A beneficiary may be able to replace a trus-tee.
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Avoiding a Connecticut estate tax involves more than just living 6 months in Florida.
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If you are married, but have no children, you may have to share your spouse's estate with your in-laws.
Event Photos:
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