Guest speaker Attorney Thomas Robinson of Falkenstein, Meggers, Paul & Robinson, PCprovided a full house of Borgida & Company clients much practical advice for protecting your “stuff” and your legacy on Thursday, November 1st. Some topics included asset protection, who needs a trust & why, the probate process, powers of attorney & gifting strategies.
Some people think that you must have wealth to consider estate planning, but that is not true. No matter your income level and assets, thoughtful and creative estate planning can protect your bodily integrity and your tangible property and assets during life and after your death. For more info or to contact Attorney Robinson directly just visit the Farlenstein, Meggers, Paul & Robinson website.
Winners Kristi & Mark were winners of our Highland Park Market door prize.
Tom Scanlon has over thirty years experience in public accounting with an extensive background in the areas of financial, tax, and estate planning. He prides himself on providing in-depth and customized solutions to privately held businesses and their owners. He is a Certified Public Accountant and Certified Financial Planner®.
Tom is a frequent speaker for area organizations and has recently been quoted on CNBC, Fox 61 News and AARP's blog. Tom also has been a guest columnist for numerous publications including The Wall Street Journal, Barron's, Money Magazine, The Hartford Courant, The Hartford Business Journal, and The New Haven Register. He is a member of the American Institute of Certified Public Accountants, the Connecticut Society of Certified Public Accountants, and the Financial Planning Association. Active in the community, Tom supports a variety of not-for-profit organizations.