Offers advice on writing a will, planning for a worry-free retirement, protecting assets from lawsuits, and minimizing tax liabilities

J.K. Lasser's Estate Planning for Baby Boomers and Retirees : A Comprehensive Guide to Estate Planning

Business & Money

Welch, Stewart H.

Economics

Macmillan General* Reference

A complete guide to planning an estate under today's tax rules When it comes to an estate (no matter how big or small it may be) nothing should be left to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialists Harold Apolinsky and Craig Stephens and expert financial planner Stewart Welch III know this better than anyone else, and in the revised and updated 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 as well as preserve your wealth. Packed with up-to-the-minute facts, this practical resource covers a wealth of important issues. <ul>
<li>Reveals how new legislation will impact inheritances and trusts and offers guidance for estate and generation-skipping tax planning</li> <li>Explains the role of wills, executors, and trusts and shows how to treat charitable contributions</li> <li>Outlines the do's and don'ts of gifting and explains life insurance and retirement planning</li> </ul>
Filled with in-depth insights and expert advice, this book will show how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.

New Rules for Estate and Tax Planning

Legal Self-Help

wiley

Current, relevant estate, retirement and tax planning strategies with expert insight and advice JK Lasser's New Rules for Estate, Retirement and Tax Planning is the authoritative guide to estate, retirement and tax planning, fully updated to reflect new changes and legal updates. Written by some of the most recognized experts in the field, this book offers useful planning advice for people of various ages and income levels, including information on retirement planning, trusts, charitable contributions, gifts, life insurance, and wills. In this guide, you'll find up-to-the-minute facts, valuable insight, and solid strategies to help you preserve your wealth and plan your estate under current tax rules. The helpful companion website provides spreadsheets, tools, and additional reading to help you get organized, while the book's expert guidance provides the background information you need to prepare properly. Estate planning is a complex topic, made even more complex by constantly changing laws. Failing to plan properly can result in your loved ones losing out on much of your hard-earned assets, and researching the topic on your own can be a minefield of assumptions, misunderstandings, and potential legal consequences. New Rules for Estate, Retirement and Tax Planning helps you sidestep the confusion, distilling the information down to what's relevant and current. This practical resource covers a wealth of important issues, including: <ul>
<li>Estate planning, taxation, and investing for maximum growth</li> <li>The role of wills, executors, and trusts, and how to treat charitable contributions</li> <li>Life insurance, retirement planning, Social Security claiming strategies and the do's and don'ts of gifting</li> <li>Business planning, including succession, asset protection, and family limited partnerships</li> </ul>
You've worked hard your entire life. You managed to accumulate assets. New Rules for Estate, Retirement and Tax Planning will help you maximize the transfer of your assets to the people and charities you love rather than the federal government in the form of taxes.

Estate & Tax Planning 5e (J.K. Lasser)

Personal Finance

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Books by Welch, Stewart H.