NJ Phone: 609-818-1555 * FL Phone: 561-247-1557

Friday, October 29, 2010

Seminar Announcement - Which Side of the Delaware River Should I Live on?

Let’s Get The Facts Straight!

Which Side of the Delaware River Should We Live On?

New Jersey vs. Pennsylvania

We invite you to be enlightened on the Facts and Myths about Estate Planning and how it may or may not differ depending on where you live. Our free seminar will cover such topics as:
· Inheritance Taxes, Estate Taxes, Laws that affect Non-Traditional Couples & Titling of Assets
· Financial Investment Opportunities, Income Taxation of Retirement Plans & The Importance of Proper Beneficiary Designations
· Property Tax, Property Values, Schools & Real Estate Investment Opportunities
Guest Speakers

Kevin A. Pollock, J.D., LL.M.

Attorney at Law, licensed in NJ, NY, PA & FL
Law Office of Kevin A. Pollock LLC

Kate P. Sweeney, CFP, CIMA

Senior Vice President
Senior Investment Management Consultant
Morgan Stanley Smith Barney

Saturday,November 6, 2010
9:00 a.m. to 11:00 a.m.
44n Sugan Rd.
New Hope, PA 18938
Weidel Realtors
New Hope/Lambertville Regional Office
Refreshments will be served

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