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- Federal Deposit Insurance Corporation. FDIC Consumer News. Financial Privacy…Our Answers to Your Questions. http://www.fdic.gov/consumers/privacy/faqs/index.html
- Palermo, T. Michael, JD, CFP; AARP Crash Course in Estate Planning. AARP Books, 2005
- Shenkman, Martin M.; The Complete Book of Trusts; 3rd edition. John Wiley & Sons, Inc., 2002.