J.K. Lasser's New Rules for Estate and Tax Planning
eBook - ePub

J.K. Lasser's New Rules for Estate and Tax Planning

  1. English
  2. ePUB (mobile friendly)
  3. Available on iOS & Android
eBook - ePub

J.K. Lasser's New Rules for Estate and Tax Planning

About this book

A complete guide to planning an estate under today's tax rules

When it comes to your estate-no matter how big or small it may be-you shouldn't leave anything to chance. Proper planning is necessary to protect both your assets and your heirs. Experts Stewart Welch III, Harold Apolinsky, and Craig Stephens know this better than anyone else, and in the Third Edition of J.K. Lasser's New Rules for Estate and Tax Planning, they offer valuable advice and solid strategies to help you plan your estate under today's tax rules. Packed with up-to-the-minute facts, this practical resource covers essential issues; including how new legislation will impact inheritances and trusts, the do's and don't of gifting, retirement planning, and much more.

  • Reflects the most recent changes in tax laws as applicable to estate taxation
  • Offers useful planning with regard to trusts, charitable contributions, life insurance, and wills
  • Outlines the best ways to preserve your wealth through proper planning strategies

Filled with in-depth insights and expert advice, this book will show you how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.

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Yes, you can access J.K. Lasser's New Rules for Estate and Tax Planning by Stewart H. Welch, III,Harold I. Apolinsky,Craig M. Stephens in PDF and/or ePUB format, as well as other popular books in Personal Development & Personal Finance. We have over one million books available in our catalogue for you to explore.

Information

Publisher
Wiley
Year
2009
Print ISBN
9780470446454
eBook ISBN
9780470535691
Edition
3
Topic
Personal Development
Subtopic
Personal Finance

Table of contents

  1. Look for these and other titles from J.K. Lasserā„¢ā€”Practical Guides for All Your ...
  2. Title Page
  3. Copyright Page
  4. Acknowledgements
  5. Introduction
  6. CHAPTER 1 - Congress Plays ā€˜The Guessing Gameā€™ with the Estate Tax Laws
  7. CHAPTER 2 - Estate Planning
  8. CHAPTER 3 - The Estate Tax System
  9. CHAPTER 4 - Investment Strategies for Maximizing Estate Growth
  10. CHAPTER 5 - Retire with Dignity
  11. CHAPTER 6 - You Donā€™t Have a Will? Big Trouble!
  12. CHAPTER 7 - Where Thereā€™s a Will, Thereā€™s Your Way!
  13. CHAPTER 8 - Using Trusts in Your Estate Plan
  14. CHAPTER 9 - Understanding the Living Trust
  15. CHAPTER 10 - Using Insurance in Your Estate Plan
  16. CHAPTER 11 - Smart Strategies for Gifting Assets to Family Members
  17. CHAPTER 12 - Strategic Planning with Charities
  18. CHAPTER 13 - Family Limited Partnerships
  19. CHAPTER 14 - Succession Planning for the Family Business or Farm
  20. CHAPTER 15 - Asset Protection Strategies
  21. EPILOGUE
  22. APPENDIX A - Professional Advisors
  23. APPENDIX B - Estate Planning Terms
  24. Index