J.K. Lasser's new rules for estate, retirement, and tax planning : keep more today, leave more to your heirs tomorrow / Stewart H. Welch III, AEP, CFP ; J. Winston Busby, ESQ., LLM
Book | John Wiley & Sons, Inc. | 2019 | Sixth edition.
Available at WCTC General Collection (33932000854872)

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Edition
Sixth edition.
Description
xviii, 327 pages : illustrations ; 24 cm
Series
Note
Includes index.
Subtitle from cover.
Contents
Tax Cuts and Jobs Act of 2017 -- Estate planning -- The estate tax system -- Investment strategies for maximizing estate growth -- Retirement planning: living your dream -- You don't have a will? Big trouble! -- Where there's a will, there's your way! -- Using trusts in your estate plan -- Understanding the living trust -- Using insurance in your estate plan -- Smart strategies for gifting assets to family members -- Strategic planning with charities -- Family limited partnerships -- Succession planning for the family business or farm -- Asset protection strategies -- Personal business planning issues.
Summary
Since its first publication in 2002, New Rules for Estate, Retirement, and Tax Planning has sold more than 40,000 copies, providing a solid, accessible introduction to estate planning for any age or income bracket. Now in its sixth edition, Estate, Retirement, and Tax Planning continues this tradition, covering such topics as trusts, donations, life insurance, and wills in easy-to-understand language that offers valuable insights and solid strategies to help you preserve your wealth and plan your estate so that your assets go where you want with a minimum of taxes and government interference. This comprehensive guide answers such common questions as: How much do I need to retire comfortably? How do I protect my children's inheritance? How do I ensure planned donations are made after I'm gone? And many more. The Sixth Edition is also fully updated to reflect changes following the 2018 Tax Cuts and Jobs Act, so that you can learn how new regulations could impact your inheritance and trusts. Other notable features include advice on working with elderly parents and introducing financial planning to children and teenagers, in addition to a list of professional advisers and a glossary of estate planning terms. Estate, Retirement, and Tax Planning contains a wealth of valuable information for any adult who needs help planning their financial future, from the established professional heading toward retirement, to the young adult looking to understand the basics. Wherever you are in your journey, use Estate, Retirement, and Tax Planning to ensure your legacy is protected.
Subject
Added Author
Busby, J. Winston, author.
Added Title
New rules for estate, retirement, and tax planning
ISBN
9781119559139 (paperback)
1119559138 (paperback)
9781119559085 (ePub ebook)
9781119559115 (PDF ebook)
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