First Looks: JK Lasser’s New Rules for Estate and Tax Planning
April 29th, 2011 Filed under: Trusts attorney — Estate Planning Author
The Lowest Price we could find is $18.95 $9.48
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.
Review:
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Harold Apolinsky is the single person most responsible for getting the estate tax repealed.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.
