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

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

Book Description

Series: J.K. Lasser | Publication Date: November 9, 2001

Planning Your Estate Under the New Tax Law is Easy with J. K. Lasser

The Economic Growth and Tax Relief Reconciliation Act of 2001 will affect numerous aspects of your financial life-none more important than how you plan your estate. This new tax law includes the first major estate tax revision in over twenty years. Use J.K. Lasser's New Rules for Estate and Tax Planning to learn how the rules have changed and what you can do now to effectively plan your estate.

Learn what the new law means for you and your family, and find out how to use it to keep what has taken a lifetime to accumulate.

With this book, you'll understand:
* The repeal of the Estate Tax
* Wealth-transfer exemption
* How the new legislation will impact trusts and inheritances
* The role of wills, executors, guardianship, and trusts
* Treatment of charitable contributions


J.K. Lasser-Practical Guides for All Your Financial Needs

Please visit our Web site at www.jklasser.com

Editorial Reviews

From the Back Cover

Planning Your Estate Under the New Tax Law is Easy with J. K. Lasser

The Economic Growth and Tax Relief Reconciliation Act of 2001 will affect numerous aspects of your financial life–none more important than how you plan your estate. This new tax law includes the first major estate tax revision in over twenty years. Use J.K. Lasser’s New Rules for Estate and Tax Planning to learn how the rules have changed and what you can do now to effectively plan your estate.

Learn what the new law means for you and your family, and find out how to use it to keep what has taken a lifetime to accumulate.

With this book, you’ll understand:

• The repeal of the Estate Tax
• Wealth-transfer exemption
• How the new legislation will impact trusts and inheritances
• The role of wills, executors, guardianship, and trusts
• Treatment of charitable contributions

J.K. Lasser–Practical Guides for All Your Financial Needs

Please visit our Web site at www.jklasser.com

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 is an adjunct professor of estate planning at the Cumberland School of Law and previously taught at the University of Alabama Law School.
STEWART H. WELCH III, CFP, AEP, 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, Mutual Funds magazine, 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; 1 edition (November 9, 2001)
• Language: English
• ISBN-10: 0471093424
• ISBN-13: 978-0471093428
• Product Dimensions: 9.2 x 6.1 x 0.8 inches
• Shipping Weight: 13.4 ounces
• Average Customer Review: 4.8 out of 5 stars  See all reviews (13 customer reviews)
• Amazon Best Sellers Rank: #2,451,064 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.