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The AAII Research Triangle Chapter presents...


"2011 Estate Planning Update"

    Discussed by:

    Timothy A. Nordgren
    Lawyer, McPherson, Rocamora, Nicholson & Nordgren PLLC

What kind of shape is your estate in, and how big of a chunk is Uncle Sam and the good old Tar Heel State going to gobble up when you move on to that big investment market in the sky? Join us on Saturday, November 5, and help yourself get started on the way to being able to answer “Great!” to the first question and “As little as the law allows!” to the second. How to Prepare for the Meeting: Look over your will and any other estate planning documents, such as health care powers of attorney. If you don’t have any such documents, you had better come just to scare yourself into getting started. Formulate a list of questions that you would like to have answered or that you think might interest the group. Bring that list with you Saturday.

Attend This Meeting and Learn...
Recent changes in estate law that may affect you
Some little-known ins and outs of estate planning
How your will, your trusts, and estate taxes can affect you, your spouse and your heirs

  MEETING DETAILS
Date:
Saturday, November 5, 2011
Time:
10:00 a.m.    Program
11:30 a.m.    Q&A
Location:
Kirk of Kildaire Church
200 High Meadow Dr.
Cary, NC
[ Map This Location ]
Payment:
At the Door Registration, Everyone, $5/person
No Refunds

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