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. Estate
Planning Law Specialist Harold Apolinsky 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 important issues, such as:
* How new legislation will impact inheritances and trusts
* Estate and generation-skipping tax planning
* The role of wills, executors, and trusts
* Treatment of charitable contributions
* The do's and don'ts of gifting
* Life insurance and retirement planning
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.
Autorentext
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.
STEWART H. WELCH III, AEP, CFP®, is a nationally recognized financial advisor who is widely quoted in the press. He has been listed as one of the top financial advisors in the country by several magazines, including Worth, and Medical Economics. Welch's company, The Welch Group, LLC, is a fee-only, wealth management advisory firm in Birmingham, Alabama.
Klappentext
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. Estate Planning Law Specialist Harold Apolinsky 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 important issues, such as:
- How new legislation will impact inheritances and trusts
- Estate and generation-skipping tax planning
- The role of wills, executors, and trusts
- Treatment of charitable contributions
- The do's and don'ts of gifting
- Life insurance and retirement planning
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.
Zusammenfassung
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. Estate Planning Law Specialist Harold Apolinsky 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 important issues, such as:
* How new legislation will impact inheritances and trusts
* Estate and generation-skipping tax planning
* The role of wills, executors, and trusts
* Treatment of charitable contributions
* The do's and don'ts of gifting
* Life insurance and retirement planning
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.
Inhalt
Acknowledgments.
Introduction.
1. Tax Relief Act2001, and Jobs and Growth Tax Act2003: An Overview.
2. Estate Planning: You Need ItHere's Why.
3. The Estate Tax System: How Much Are You Really Worth?
4. Investment Strategies for Maximizing Estate Growth.
5. Retire with Dignity: How Much Is Enough?
6. You Don't Have a Will? Big Trouble!
7. Where There's a Will, There's Your Way!
8. Using Trusts in Your Estate Plan.
9. Understanding the Living Trust.
10. Using Insurance in Your Estate Plan.
11. Smart Strategies for Gifting Assets to Family Members.
12. Strategic Planning with Charities.
13. Family Limited Partnerships.
14. Succession Planning for the Family Business or Farm.
15. Asset Protection Strategies.
EpilogueDealing with Parents and Their Money.
Appendix AState-by-State Listing of Top Professional Advisors.
Appendix BEstate Planning Terms.
Index.