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E-Books

By Natalie Choate:

Charitable Giving with Retirement Benefits

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By Natalie Choate

Making Retirement Benefits Payable to Trusts

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By Natalie Choate

The Estate Administrator’s Guide to Retirement Benefits

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By Natalie Choate:

Seminar outline: “The 100 188! Best & Worst Planning Ideas for Your Client’s Retirement Benefits”

Price: $39.95 (downloadable version); $49.95 (printed version) Read description and order

By Natalie Choate:

 

 

Retirement Benefits and the Marital Deduction (Including Planning for the Noncitizen Spouse)

 

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