The Truth About Estate Planning

Date/Time
Date(s) - 01/31/2013
6:30 pm - 8:00 pm


Event Details

Who is going to benefit from what you do not spend? Why it may not be who you think.

A free, educational workshop with former Connecticut Superior Court Judge, John R. Caruso, and Ednalou C. Ballard, author, columnist, and past president of the Financial Planning Association of Connecticut.

Judge Caruso will reveal his knowledge and experience on living trusts; avoiding unnecessary probate delays and expenses; and preserving your money for your children and charitable causes. Certified Financial Planner, Ednalou Ballard will explore essential tax planning strategies to provide and pass on non-taxable income to your spouse, children and grandchildren; abd whether or not you can really disinherit Uncle Sam.

Presented by the Bristol Public Library. No products will be sold at this seminar, and all attendees will be given a copy of ‘The 25 Documents You Need Before You Die.’ Refreshments will be served.

Advance registration is requested. Please sign up below, or call the Library at 860-584-7787 ext. 2007, and provide your name, phone number, and the date of the program.



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Location Meeting Room 1
Contact: Manross Memorial Library: 860.584.7790, Email: teresagoulden@bristolct.gov