JK Lasser's New Rules for Estate and Tax Planning, Revised and Updated [Paperback]

Harold I. Apolinsky (Author), Stewart H. Welch III (Author)

Book Description

ISBN-10: 047170007X | ISBN-13: 978-0471700074 | Publication Date: February 24, 2005 | Edition: 2

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. Estate Planning Law Specialist Harold Apolinsky 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 important issues, such as:
* How new legislation will impact inheritances and trusts
* Estate and generation-skipping tax planning
* The role of wills, executors, and trusts
* Treatment of charitable contributions
* The do's and don'ts of gifting
* Life insurance and retirement planning


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.

Editorial Reviews

From the Back Cover

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. Estate Planning Law Specialist Harold Apolinsky 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 important issues, such as:

• How new legislation will impact inheritances and trusts
• Estate and generation-skipping tax planning
• The role of wills, executors, and trusts
• Treatment of charitable contributions
• The do's and don'ts of gifting
• Life insurance and retirement planning

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.

About the Author

HAROLD APOLINSKY, Esq., EPLS, is a board-certified estate planning attorney with the law firm Sirote & Permutt, PC, in Birmingham, Alabama. He served for over twenty-five years as an adjunct professor of estate planning at both the Cumberland School of Law and The University of Alabama School of Law.

STEWART H. WELCH III, AEP, CFP®, is a nationally recognized financial advisor who is widely quoted in the press. He has been listed as one of the top financial advisors in the country by several magazines, including Worth, and Medical Economics. Welch's company, The Welch Group, LLC, is a fee-only, wealth management advisory firm in Birmingham, Alabama.

Product Details

• Paperback: 304 pages
• Publisher: Wiley; 2 edition (February 24, 2005)
• Language: English
• ISBN-10: 047170007X
• ISBN-13: 978-0471700074
• Product Dimensions: 9 x 6.1 x 0.9 inches
• Shipping Weight: 13.6 ounces (View shipping rates and policies)
• Average Customer Review: 4.0 out of 5 stars  See all reviews (4 customer reviews)
• Amazon Best Sellers Rank: #1,279,155 in Books (See Top 100 in Books)

Customer Reviews

Most Helpful Customer Reviews

14 of 14 people found the following review helpful:

4.0 out of 5 stars Very Thorough and Detailed Book, March 2, 2006

By 

P. Bosco (San Francisco, CA United States) - See all my reviews
(REAL NAME)   

This review is from: JK Lasser's New Rules for Estate and Tax Planning, Revised and Updated (Paperback)

This is a good book to help prepare someone with an estate plan before consulting a lawyer. Depending on your situation, it might be easier to use this book and some estate planning software instead of paying a lot of money for an attorney. I think the key here is that this book will help motivate people to TAKE CARE OF YOUR ESTATE! After you read some of the stories that occur when people fail to do this you will be glad you have purchased this book. It certainly is not a substitute for an attorney, but it will help make the layperson ask those critcal questions as to what should be done with their estate after they are deceased. It talks about avoiding estate taxes, setting up partnerships, trusts, financial planning, life insurance, and gives some referrals to professionals in each one of these fields.

4.0 out of 5 stars Helpful book, June 8, 2010

By 

jbsocal "financial guy" (So. Calif.) - See all my reviews

Amazon Verified Purchase

This review is from: JK Lasser's New Rules for Estate and Tax Planning, Revised and Updated (Paperback)

The book is helpful in getting familiar with the material. It discusses subjects in some detail and provides some simple examples but it doesn't contain in-depth discussions that certain professionals might want (book is 288 pages). I believe it provides enough information for most people who wish to get familiar with estate planning so they may determine whether they wish to obtain professional help.

4.0 out of 5 stars Most helpful, March 6, 2008

By 

Barbara Scott - See all my reviews
(REAL NAME)   

This review is from: JK Lasser's New Rules for Estate and Tax Planning, Revised and Updated (Paperback)

Though several years from its published date, I found this publication to be most helful in cutting through confusion of a complicated subject.