Customer Reviews

JK Lasser's New Rules for Estate Planning and Tax

5 star:		(12)
4 star:		(0)
3 star:		(0)
2 star:		(1)
1 star:		(0)

 

 

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.

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.

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Harold Apolinsky is the single person most responsible for getting the estate tax repealed.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.

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.

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.

What a great book! Everything you need to know about estate and tax planning in one easy to read book. This book is all you need! You can find what your looking for right away!

I would encourage every taxpayer in America to read this book. It examines what the new tax law means, not just what it says. Stewart Welch III and Harold Apolinsky have addressed the questions all of us are asking, and a few we may not have thought of yet. Who would have ever thought a book on tax law would be so enjoyable to read and easy to understand? I am grateful for these two experts' wonderful resource and guide. Read it!

This is a wonderful addition to the JH Lasser tax books. This expands on a difficult subject and makes understanding the rules of estate tax planning clearer. You begin to "put it together" so you can actually understand the recommendations you make to your clients.

This book is a wonderful guide for individuals who are interested in reducing the stress of their personal estate planning. I will use this book the next time my husband and I teach the financial planning class at our church. The book will make teaching this class a lot easier!

This book takes a complicated topic and breaks it down into manageable and relatively easy chapters to follow. As a resource for both financial planning professionals and individuals this book is a must have for your library if you're concerned about estate taxes.