Natalie Choate Talks Estate Planning & Annuities
May 21, 2012 by Joyce Hanson
What’s coming next: higher taxes in 2013, a wave of boomer Roth conversions and more.
May 11, 2012 •
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.
No surprise: Choate, right, had plenty to say about IRAs, annuities and the Internal Revenue Service. Big surprise: not only is she smart, she’s funny. Click here to read more…
Originally Posted at LifeHealthPro on May 11, 2012 by Joyce Hanson.
Categories: Industry Articles
