Filed Under:Annuities, Variable

Natalie Choate Talks Estate Planning & Annuities

What’s coming next: higher taxes in 2013, a wave of boomer Roth conversions and more.

Photo credit: posterize
Photo credit: posterize

To judge by the hundreds of attentive advisors who packed the Chicago Hilton’s International Ballroom on Thursday, nothing can compare to getting estate planning advice from tax lawyer Natalie Choate.

The Harvard-educated, Boston-based counsel in the trusts and estates department of Nutter McClennen & Fish appeared on stage at the National Association of Personal Financial Advisors (NAPFA) 2012 national conference to get into the nuts and bolts of retirement benefits.

Featured Video

Most Recent Videos

Related resources

More Resources


Power your business with up-to-the-minute insurance news, analysis, and best practices from LifeHealthPro Daily eNewsletter – FREE.

Power your business with LifeHealthPro Daily eNewsletter – FREE.

Enter a valid email address.
Nichole Morford

Nichole Morford
Managing Editor

Thank you for subscribing to LifeHealthPro Daily!

Check Out More eNewsletters Now! Close

Advertisement. Closing in 15 seconds.