Choate’s Notes

“Choate’s Notes” is a newsletter with interesting tidbits for professionals, mainly on the subject of estate planning for retirement benefits. It is sent by first class mail only, and as of now is free. (Advertisements are enclosed with the newsletter, so that’s why it’s free.) The publication schedule is extremely irregular.

The first page of each issue discusses resources such as books, courses, websites, etc. of interest to estate planning and investment professionals; as each issue is published, these are transferred to the Resources section of this website.

The second page of each issue contains a short article on an estate planning or retirement benefits planning topic; back issues of this “back page” can be read here.

If you would like to be on the mailing list for Choate’s Notes, please complete this form. You MUST include your professional title and/or the name of your firm. Choate’s Notes is only for professionals in the estate planning, retirement plan or money management business, including lawyers, paralegals, accountants and other tax professionals, money managers, financial planners, life insurance and annuity sellers, plan administrators, planned giving officers, IRA providers, mutual fund companies, trust officers, and actuaries.

Read the articles from back issues (in pdf format)
You will need Acrobat Reader to open and save the pdf file. (You can download Reader for free at Adobe’s website.)