Natalie Choate’s book
Life and Death Planning
for Retirement Benefits

provides the information practitioners need to deal with their clients’ retirement benefits. Order the book.

The QPRT Manual

is the definitive guide to qualified personal residence trusts. Now available as a pdf!

Natalie Choate

Natalie B. Choate

Estate Planning Expert

Natalie B. Choate practices law in Boston, Massachusetts, with the firm of Nutter McClennen & Fish LLP. Her practice is limited to consulting on estate planning and retirement benefits matters. Her books Life and Death Planning for Retirement Benefits and The QPRT Manual are leading resources for estate planning professionals.

Order and download within minutes!

You can order Natalie Choate's Special Reports and download them within minutes. There are ten Special Reports focusing on a range of topics. Learn more.

This website has been selected as
“one of the best internet resources for financial professionals” by MorningstarAdvisor.com

WHAT’S NEW

February 2015

Do you own the print edition of Natalie Choate’s book Life and Death Planning for Retirement Benefits (7th ed. 2011)? Download the new important UPDATE to the book, covering important changes in the law since the book was published. Click here.

January 2015

Now available in electronic edition! By popular demand, Natalie Choate’s book Life and Death Planning for Retirement Benefits (7th ed. 2011) has been published in an electronic version. The e-book edition gives you the entire book in word-searchable format, PLUS two additional chapters (on life insurance and annuities in retirement plans) that were left out of the print edition for reasons of space. Updates for 2014 law changes are already incorporated into the e-book. And of course the convenience you expect from an electronic format: Word-searchable text. Live links to cross-referenced sections. Access anywhere you have an internet connection. Only $9 per month, cancellable at any time. Visit www.retirementbenefitsplanning.com to subscribe or learn more.