Financial Planning in Retirement III: Estate Plan

Estate planning is not just for the ultra-wealthy. Are you aware of estate tax-saving techniques and resources? How do financial and estate planning documents dovetail? What happens if you have no will? What happens to your retirement plans? How will your assets flow to your heirs? What happens if you are incapacitated? What can you do to make sure you have the right team in place before an unexpected incapacity or a death?

Julie Jason, JD, LLM, developed her views on financial services over a lifelong career in law and management, starting out on Wall Street as a lawyer after earning her LLM from Columbia University. Twenty-five years ago, Jason founded her own Investment Counsel firm—Jackson, Grant, Investment Advisers, Inc. of Stamford, CT, a fiduciary boutique—where her team manages personal portfolios for high net worth families. A proponent of financial literacy, Ms. Jason writes for a broad audience of every financial means. Her award-winning weekly investor education column, which celebrated a 1,000 column milestone a few months ago, is syndicated by Andrew McMeel and is published locally in the Greenwich Time each Sunday and in a number of other Hearst newspapers.