Book description
AARP Digital Editions offer you practical tips, proven solutions, and
expert guidance.
A complete guide to planning an estate under today's tax rules
When it comes to an estate (no matter how big or small it may be)
nothing should be left 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, and in
the 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 as well as preserve
your wealth.
Packed with up-to-the-minute facts, this practical resource covers a
wealth of important issues.
- Reveals how new legislation will impact inheritances and trusts
and offers guidance for estate and generation-skipping tax planning
- Explains the role of wills, executors, and trusts and shows how to
treat charitable contributions
- Outlines the do's and don'ts of gifting and explains life
insurance and retirement planning
- Filled with in-depth insights and expert advice, this book will
show how to efficiently arrange your estate today so that you can
leave more to those you care about tomorrow.
