Julie Jason's Guide to Connecticut Probate: What Every Connecticut Family Needs to Know About Probate
| Author | : | |
| Rating | : | 4.44 (625 Votes) |
| Asin | : | 1425960154 |
| Format Type | : | paperback |
| Number of Pages | : | 404 Pages |
| Publish Date | : | 2017-03-16 |
| Language | : | English |
DESCRIPTION:
Although Ms. Instead, she works with her client's attorneys and accountants to help integrate their estate plans with their investment portfolios. . She is an arbitrator and mediator for FINRA and teaches and writes to educate the lay person about investment and financial matters. Julie Jason is a money manager who began her Wall Street career as a securities
. She is an arbitrator and mediator for FINRA and teaches and writes to educate the lay person about investment and financial matters. Ms. Her investment education column appears weekly in the Sunday business sections of the Stamford Advocate and the Greenwich Time. Email her at Readers@JulieJason. Jason's money management clients are affluent conservative Connecticut families who want more than the traditional stock brokerage relationship provides. Instead, she works with her client's attorneys and accountants to help integrate their estate plans with their investment portfolios. Jason is a proponent of investor protection. Jason is a lawyer licensed to practice law in New York, she does not do estate planning for her money management clients. About the Author Julie Jason is a money manager who began her Wall Street career as
Julie Jason's Guide to Connecticut Probate: What Every Connecticut Family Needs to Know About Probate, gives you a lay of the land in an easy to understand form that you and your family members will enjoy reading. Worth the price of the book alone is the reference section containing official Connecticut forms and publications and other valuable resources.. No matter what your age or marital status, someone in your family will be affected by probate in one way or another. Acclaimed by experts in the trusts and estates field, this book will help you learn important lessons that your family can apply today to address uncertainties, save money, avoid unnecessary taxes, find and work with an experienced lawyer, and set up
An estate planning book that has some content about Connecticut probate, but for some reason calls itself a "Guide to Probate." This book was OK. It really should get a 3-star rating. But it is packed full of good information so I cannot bear to kill it with just a 3-star vote. For a couple of years now I have been reading just about everything I can find on the estate settlement process in all 50 states and the District of Columbia. And through my readings I have come to realize that there are no really good publications on estate administration, probating an estate, and/or calculating and paying estate taxes. The chief problem the writers have is they either confuse "estate pla