McLean's Senior Wisdom Series presents John R. Caruso, J.D., CPA, John R. Caruso, Attorney-at-Law, LLC and Ednalou C. Ballard, CFP®, RFC®, Partner Ballard Associates.
Judge John 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: Can you really disinherit Uncle Sam? Essential Tax Planning Strategies to provide and pass on, non-taxable income to your spouse, children and grandchildren.
RSVP 860-658-3906.
