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JK Lasser's New Rules for Estate and Tax Planning Paperback – January 7, 2010


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JK Lasser's New Rules for Estate and Tax Planning + The Wall Street Journal Complete Estate-Planning Guidebook + American Bar Association Guide to Wills and Estates, Fourth Edition: An Interactive Guide to Preparing Your Wills, Estates, Trusts, and Taxes (American Bar Association Guide to Wills & Estates)
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Product Details

  • Series: J.K. Lasser (Book 95)
  • 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: 4.5 out of 5 stars  See all reviews (22 customer reviews)
  • Amazon Best Sellers Rank: #1,045,710 in Books (See Top 100 in Books)

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.


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Customer Reviews

This book is very a helpful resource for estate planning and understanding tax implications.
My2Cents
A client who comes into their attorney's office properly prepared, will require less of the attorney's time, and will therefore be billed less.
Russ Richelsoph
This book takes a complicated topic and breaks it down into manageable and relatively easy chapters to follow.
Greg Weyandt

Most Helpful Customer Reviews

22 of 24 people found the following review helpful By Donna Francavilla on February 27, 2002
Format: 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.
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14 of 14 people found the following review helpful By Keith Cohn on February 25, 2002
Format: 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.
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12 of 12 people found the following review helpful By Jeanne Robinson, CFP on May 2, 2002
Format: 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.
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8 of 8 people found the following review helpful By Gerard W. Frank on September 9, 2013
Format: Paperback Verified Purchase
This edition was published in 2012 and does not reflect the latest congressional action on the Estate Tax. As such it is not up to date and not the best guide to the future of estate planning.
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7 of 7 people found the following review helpful By Russ Richelsoph on September 9, 2011
Format: Paperback Verified Purchase
This book provides a good overview of estate planning. I am an attorney who is going to be adding estate planning to my practice in the near future and this book has a lot of good information.

Some people have complained that this book is too focused on using an attorney for estate planning. This is a strength and not a weakness. Estate planning is not something that a person should try to do without an estate planning attorney. Tax law is too fluid and there are too many subtle nuances for the lay person to stay on top of changes in their state probate law and federal tax law.

There are three really good reasons to have a professionally prepared estate plan: 1) minimize stress on your heirs after you pass; 2) ensure that you maximize the amount of your money that goes to your heirs and not Uncle Sam; and 3) ensure that your estate goes where you want it to go after you pass.

This book will save you money. A client who comes into their attorney's office properly prepared, will require less of the attorney's time, and will therefore be billed less. Understanding the basic concepts of proper estate planning and properly organizing will minimize the amount of work necessary to prepare the estate plan and help you explain to your attorney what you want the goals of your estate plan to be.
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5 of 5 people found the following review helpful By Mike Davis on May 8, 2002
Format: Paperback
An excellent resource for those who want objective advice and guidance on very complicated subjects. The authors take very technical concepts and explain them in plain language. The worksheets, checklists and diagrams are very helpful.
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3 of 3 people found the following review helpful By Marge90601 on January 3, 2013
Format: Hardcover Verified Purchase
out of date, but I guess it was current at the time. The title "new rules" was misleading since I didn't know the publication date. JK Lasser Products are always superb and thorough. However the special needs trust, which is why I bought it, just said to consult my lawyer, and gave no examples. I was disappointed.
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2 of 2 people found the following review helpful By "sidnes" on April 26, 2002
Format: Paperback
This book does a wonderful job of making a difficult subject into an easy to understand reference guide for both professionals and individuals.
It is a how to guide for achieving a great plan for thoes who want to avoid the landmines in the tax code.
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