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Home / Recommended Resources

Recommended Resources

In this section, I recommend many books and other items that can help estate planners in their practice. See the links below for recommended articles, books, etc.

Books
Software
Will & Trust Forms for Lawyers
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Websites
Other Resources

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Testimonials

Read the testimonials for Life and Death Planning For Retirement Benefits here.

Publications

  • Life and Death Planning
    for Retirement Benefits
  • The QPRT Manual
  • Estate Planning
    Studies
    Article
  • Special Reports

News

  • Extremely important updates to the 7th edition of Life and Death Planning for Retirement Benefits.
  • Life and Death Planning for Retirement Benefits new 8th edition now available in electronic edition! 
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