This article, by a former President of NAEPC, discusses why financial advisors should consider advising their clients to use Corporate Trustees. Author: Thomas M. Forrest, CPA, AEP
State Death Tax Chart
A summary of the current state death tax law in the 50 states and the District of Columbia. Author: Charles D. Fox, IV
IRS Publication 78
Information on the tax-exempt status of a charitable organization.
Your Retirement Lifestyle Book