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

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

Book Description

Series: J.K. Lasser | Publication Date: January 7, 2010

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.

Editorial Reviews

From the Back Cover

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

When it comes to planning an estate under today's ever-changing tax rules, you can't leave anything 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.

Now, in the fully 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. 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'ts of gifting, retirement planning, and much more. Filled with in-depth insights and expert advice, the J.K. Lasser's New Rules for Estate and Tax Planning also:

• 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

Written in a straightforward and accessible style, this timely guide 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

STEWART H. WELCH III, AEP, CFP®, is a nationally recognized financial advisor who is widely quoted in the press, including Money magazine, Worth, and the Wall Street Journal. He has appeared on CNN, CNBC, and Fox News. Welch's company, The Welch Group, LLC, is a fee-only, wealth management and financial advisory firm serving wealthy families throughout the United States.

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.

CRAIG M. STEPHENS, Esq., LLM, is a tax attorney specializing in estate planning and family business succession planning. He is former president and board member of the local chapter of the National Committee on Planned Giving. Stephens is cochairman of his firm's estate and trust planning practice group at Sirote & Permutt, PC, in Birmingham, Alabama.

Product Details

• Paperback: 249 pages
• Publisher: Wiley; 3 edition (January 7, 2010)
• Language: English
• ISBN-10: 0470446455
• ISBN-13: 978-0470446454
• Product Dimensions: 9.2 x 6.3 x 0.8 inches
• Shipping Weight: 12.8 ounces
• Average Customer Review: 4.8 out of 5 stars  See all reviews (13 customer reviews)
• Amazon Best Sellers Rank: #698,994 in Books (See Top 100 in Books)

Customer Reviews

Most Helpful Customer Reviews

8 of 8 people found the following review helpful:

5.0 out of 5 stars A valuable addition to any financial planning library, May 2, 2002

By 

Jeanne Robinson, CFP (Bucks County, PA, USA) - See all my reviews

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

In guiding my clientele through the ever-changing maze of estate tax planning law, I have found JK Lasser's New Rules for Estate Planning and Tax to be an invaluable body of knowledge that I have referenced again and again. The easy-to-read layout allows quick focus on particular issues and topics that are presented in clear and concise laymen's terms.

7 of 7 people found the following review helpful:

5.0 out of 5 stars Keeping up to date, February 25, 2002

By 

Keith Cohn "kdoc" (San Francisco, CA USA) - See all my reviews
(REAL NAME)   

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

If you're at all like me, you're hanging on by your finger tips trying to understand and/or keep up with the multiple nuances of estate and tax planning. This book is easily readable, and is written through the eyes of both a financial planner, and an estate planning attorney. There's no reason with a book like this why anyone can't keep a responsible eye on these personal matters. I strongly recommend this book.

10 of 12 people found the following review helpful:

5.0 out of 5 stars Great Advice from Two Great Minds-Easy to Read, February 27, 2002

By 

Donna Francavilla (Birmingham, Alabama) - See all my reviews

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

Let's face it. Keeping track of changing tax laws and estate laws isn't much fun. The new laws mean we must re-evaluate our financial situations. Where do you start? I'd recommend this book. Here's why:

Harold Apolinsky is the single person most responsible for getting the estate tax repealed. Stewart Welch III handles the financial porfolios of the nation's wealthiest individuals. These two are a financial dynamic duo!

You'll be getting the best information that's out there in a remarkably easy-to-read, logical, organized fashion. You don't have the read every page. Just skip to the topic you're interested in and Viola! begin digesting the contents. You'll appreciate the bullet points and short paragraphs. Though the subject is dry, the book is anything but.

In my opinion, the best aspect of this book is that it focuses on the important stuff. Stewart and Harold tell parables or stories about what happens when one fails to plan. Then they take the time to walk you through all the questions you should ask yourself. I appreciated the way topics were discussed, followed by case examples to illustrate the point.

The book is sold as a paperback--so you can easily read snippets of it while you take the commuter train to work, or while waiting at Johnny's baseball practice. The bottom line is that professional advice from these men would ordinarily cost hundreds of dollars. By reading this book, you can pick their brains for less than 20 bucks.

This book would make a great gift to baby-boomers and young people alike.

If you are not a do-it-yourselfer, Welch and Apolinsky supply a list of professional advisors. (Name, firm, phone number and E-mail).

While the book is not a thriller, you'll be thrilled you read the wisdom contained in its pages.