Northwestern Mutual's Advanced Planning Library is a powerful legal research tool designed for use by attorneys, CPAs, law school professors, business school professors, actuarial consultants, planned giving professionals working for charitable organizations, and retirement plan consultants who are sponsored by Northwestern Mutual Financial Representatives. This Web site contains materials covering topics such as estate, business, charitable, retirement and insurance planning produced by attorneys in the Advanced Planning Division of Northwestern Mutual and outside professionals.

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News and Updates

To view .pdf source files within the Library, you must have Adobe Acrobat Reader. NOTE TO non-NM Advisors: If you have any questions regarding specific content of The Advanced Planning Library, or if you would like a hard copy of any Advanced Planning Publication, please contact the Northwestern Mutual Financial Representative who has sponsored your access to this web site. This publication is not intended as legal or tax advice. This information was compiled by The Northwestern Mutual Life Insurance Company. It is intended solely for the information and education and/or promotional purposes of Northwestern Mutual financial representatives and COIs with whom they work. It must not be used as a basis for legal or tax advice, and is not intended to be used and cannot be used to avoid any penalties that may be imposed on a taxpayer. Financial representatives do not give legal or tax advice. Taxpayers should seek advice based on their particular circumstances from an independent tax advisor. Tax and other planning developments after the original date of publication may affect these discussions. © 2016 The Northwestern Mutual Life Insurance Company, Milwaukee, WI.