Natalie Choate is the recognized authority on IRA planning, with her book on Life and Death Planning for Retirement Benefits. Site offers the book, along with other reports available online… Read More
Fundamentals
Pension Benefit Guaranty Corporation
U.S. Government agency, to get information about pensions and retirement… Read More
Advanced Topics
Planning for High Wealth Clients from Ernst & Young
On the Private Client Services Page, find links to comprehensive articles about high wealth planning. Updated annually and topics change periodically. Useful information about taxation for high net worth individuals… Read More
International Estate Planning Guide from Ernst & Young
Home page for Ernst & Young's Private Client Services has a link to the Worldwide Estate and Inheritance Tax Guide. Updated annually… Read More
Incomplete Non-Grantor Trusts
Northern Trust article titled, "Trust Design for State Income Tax Efficiency and Wealth Preservation" focuses on incomplete non-grantor trusts to obtain income tax and asset protection advantages while preserving stepped up basis… Read More
Living Trusts
How to Fund Your Living Trust
Article from EstatePlanning.com explains how to fund your living trust and why it's important… Read More
10 Things to Know About Living Trusts – AARP
Helpful tips to know before deciding to use living trust based planning… Read More
Organizations
American College of Trust and Estate Counsel
National organization of trust and estate counselors… Read More
National Network of Estate Planning Attorneys
National membership organization of personal estate planning attorneys… Read More
American Academy of Estate Planning Attorneys
Organization of estate planning attorneys and living trusts nationwide… Read More