JK Lasser's New Rules for Estate and Tax Planning, Revised and Updated (Paperback)

by Harold Apolinsky (Author), Stewart H. Welch III (Author) "The law signed on June 7, 2001, by President George W. Bush-the Economic Growth and Tax Relief Reconciliation Act of 2001 (Tax Relief Act-2001)-remains the..." (more)
Key Phrases: lifetime applicable exclusion amount, dynasty planning, foreign asset protection trusts, Growth Strategy, Internal Revenue Service, United States (more...)

Editorial Reviews

Product Description
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.

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.

See all Editorial Reviews

Product Details

• Paperback: 304 pages
• Publisher: Wiley; Rev Upd 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 (3 customer reviews)
• Amazon.com Sales Rank: #368,330 in Books (See Bestsellers in Books)

  Popular in these categories: (What's this?)

  #68 in	Books > Business & Investing > Personal Finance > Personal Taxes
  #93 in	Books > Nonfiction > Law > Practical Guides > Wills
  #97 in	Books > Professional & Technical > Law > Taxation > Estates & Trusts

Customer Reviews

Most Helpful Customer Reviews

13 of 13 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 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 Most helpful, March 6, 2008

By	Barbara Scott - See all my reviews (REAL NAME)

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

3 of 5 people found the following review helpful:

4.0 out of 5 stars Tax book., November 12, 2006

By	N. Bibby - See all my reviews (REAL NAME)

I used to use Lassers all the time to help me do my taxes. However since Tax programs have been out I have used them. I thought it time to review some of the basics myself. I trust Lasser's guides.