Life and Death Planning for Retirement Benefits

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Life and Death Planning for Retirement Benefits
The Essential Handbook for Estate Planners
Seventh edition, completely revised
By Natalie B. Choate
Published by: Ataxplan Publications
Post Office Box 51371
Boston, Massachusetts 02205-1371
All rights reserved. No part of this book may be reproduced or transmitted in any form or by any
means, electronic or mechanical, including photocopying and recording, or by any information
storage and retrieval system without written permission from the author, except for the inclusion
of brief quotations in a review.
Copyright © 2010 by Natalie B. Choate
Printed in the United States of America
Publisher’s Cataloging-in-Publication Data
Choate, Natalie B.
Life and Death Planning for Retirement Benefits: The Essential Handbook for Estate
Planners—7th ed. / Natalie B. Choate
p. cm.
Includes bibliographical references and index.
ISBN 978-0-9649440-4-6
1. Estate planning - United States. 2. Tax planning - United States. 3. Retirement income
- Taxation - United States. 4. Inheritance and transfer tax - United States. I. Choate, Natalie B. II.
Title
KF 6585 .C43 2010