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 |
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| Some little-known ins and outs of estate planning
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| How your will, your trusts, and estate taxes can affect you, your spouse and your heirs
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