The Truth About Estate Planning Workshop with Judge John Caruso and Certified Financial Planner Ednalou Ballard
On Tuesday, May 7, the Farmington Libraries welcomes Judge John Caruso and Certified Financial Planner Ednalou Ballard for a special educational workshop called, “The Truth About Estate Planning,” which will cover the new 2013 federal estate tax laws.
Judge Caruso will reveal his knowledge and experience on estate tax planning and living trusts—are they now essential?; avoiding unnecessary probate delays and expenses; and preserving your money for your children and charitable causes under the new federal tax law. Certified Financial Planner Ednalou Ballard will explore such topics as: vital tax and retirement planning strategies to provide and pass on; non-taxable income to your spouse, children and grandchildren; and two essential factors to improve your retirement and investment assets.
All Attendees Will Be Given a Copy of the “25 Documents You Need Before You Die.” This event is free and open to the public. No products will be sold at this seminar.
Advance registration is required for this program. Please call 860-673-6791 for details or register through the library’s web site at http://www.farmingtonlibraries.org. The event will take place at 6:30 PM in the Community Room of the main library at 6 Monteith Drive.
The Farmington Library is part of the Farmington Village Green and Library Association. If you have special needs to attend library programs, contact the library in advance.