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Upcoming Chapter Meeting: AAII Sacramento

Date: Wednesday, April 18, 2012
Topic: Estate Planning Update: What Investors Need to Know in 2012
Speaker: Christopher Engh, J.D., LL.M., Attorney at Law and Estate Planning Specialist; Partner, Kroloff, Belcher, Smart, Perry and Christopherson

Everyone needs an estate plan, no matter how large or small the size of the estate. Learn about wills, trusts and medical directives. Find out if you are holding your assets in the types of accounts that best suit your plans. Learn about how to deal with spouses, ex-spouses and children in your estate plan. Investors should be aware of the tax consequences of different types of accounts. Learn smart things you can do now to minimize trouble later. Recent changes to the state and federal tax codes will also be addressed.

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