Customer Reviews

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

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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.

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.

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

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.