Book description
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.
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.
