How a Corporate Trustee Can Help a Financial Planner Meet Their Client's Goals 

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

 

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.

Retirement Planning

Your Retirement Lifestyle Book