Natalie L Choate

Life and Death Planning for Retirement Benefits: The Essential Handbook for Estate Planners 4th edition by Choate Natalie B. (2002) Paperback

Estate planning for retirement benefits, 1998 supplement

Life and Death Planning for Retirement Benefits 2011 : The Essential Handbook for Estate Planners 7th edition by Natalie B. Choate (2010) Paperback

Investment Counseling for Private Clients IV

Nearly every investor's wealth has been negatively affected by the recent precipitous declines in the stock market. This development only adds to the challenges already facing private wealth managers, such as tax management, intergenerational wealth transfer, and business succession planning. Succes...

The QPRT Manual: the Estate Planner's Guide to Qualified Personal Residence Trusts

The QPRT Manual explains the law and lore of one of the most important and popular estate tax saving techniques, the "qualified personal residence trust." Includes analysis of all gift, estate, income, and generation-skipping tax issues, forms, a drafting checklist, things to consider before and aft...

Life and Death Planning for Retirement Benefits 2011 : The Essential Handbook for Estate Planners

The newest edition of Natalie Choate's classic book, the "bible" of distribution planning for IRAs and other retirement benefits. You are ordering direct from the publisher, a brand new book still in original shrink wrap. This is the go-to resource for tax and investment professionals who need to ad...

Life and Death Planning for Retirement Benefits: The Essential Handbook for Estate Planners

Checklists to guide you through the maze of estate and distribution planning. Tips to help you deal with plan adminstrators, advise heirs, and avoid problems. Maximize the value of you client's benefits.

Life and Death PLANNING for Retirement Benefits

Book by Natalie Choate