skip to content
J.K. Lasser's new rules for estate and tax planning revised Preview this item
ClosePreview this item
Checking...

J.K. Lasser's new rules for estate and tax planning revised

Author: Harold I Apolinsky; Stewart H Welch
Publisher: Hoboken, NJ : Wiley, ©2010.
Series: J.K. Lasser--practical guides for all your financial needs.
Edition/Format:   Print book : English : Rev. and updatedView all editions and formats
Summary:
Contains valuable advice and solid strategies to help with estate planning under today's tax rules, including how new legislation will impact inheritances and trusts, the do's and don'ts of gifting, retirement planning, and more.
Rating:

(not yet rated) 0 with reviews - Be the first.

Subjects
More like this

Find a copy in the library

&AllPage.SpinnerRetrieving; Finding libraries that hold this item...

Details

Document Type: Book
All Authors / Contributors: Harold I Apolinsky; Stewart H Welch
ISBN: 9780470446454 0470446455
OCLC Number: 317920622
Notes: Includes index.
Vols. for 4th ed.-, copyrighted 2012-, cataloged as a serial in LC.
Description: xvi, 249 pages : illustrations ; 24 cm.
Contents: Acknowledgments. Introduction. 1. Congress Plays 'The Guessing Game' with the Estate Tax Laws. Cautionary Note. Retirement Savings and Pension Reform. Marginal Tax Rates. Education Funding Incentives. Business and Corporate Tax Relief. Estate, Gift, and Generation-Skipping Transfers. 2. Estate Planning: You Need It-Here's Why. What Is Estate Planning? The Benefits of Estate Planning. The Nightmares of Poor Planning. The Myths of Estate Planning. Guidelines for Successful Estate Planning. 3. The Estate Tax System: How Much Are You Really Worth? Determining Your Estate Net Worth. Understanding the Estate Tax System. Your Estate Tax Picture. Your Future Estate. Overview of Estate Planning Strategies. 4. Investment Strategies for Maximizing Estate Growth. Growth Strategy with a Safety Net. Prioritizing Your Investment Dollars. Retirement Planning: Choosing the Best Investment Environments. Some Final Thoughts on Investing. 5. Retire with Dignity: How Much Is Enough? Your Retirement Requirements. 6. You Don't Have a Will? Big Trouble! Property Transfers at Death. Transfers via Probate. Direct Transfers by Title. Other Methods of Property Ownership. Choosing the Best Methods of Ownership. Setting Estate Planning Goals. 7. Where There's a Will, There's Your Way! What Is a Will? Types of Wills. Advantages and Disadvantages of Wills. Intelligent Decisions Concerning Your Will's Basic Provisions. Executing Your Will. Where to Store Your Will. Other Important Documents. Working with Your Attorney. When to Review Your Estate Plan. 8. Using Trusts in Your Estate Plan. The Credit Shelter Trust Will. Disclaimers. Marital Trusts. Spendthrift Trust. Standby Trust. Other Trusts. 9. Understanding the Living Trust. Advantages of Living Trusts. Disadvantages of Living Trusts. How a Living Trust Operates. Transferring Property into Your Living Trust. Types of Property Likely to Be Transferred. Living Trust Myths. Transacting Business with Your Trust. 10. Using Insurance in Your Estate Plan. Life Insurance. Using Life Insurance to Replace Income. How Much Life Insurance Do You Need? What Type of Life Insurance Is Best for You? Insurance on a Homemaker. Insurance on Adult Children. How to Get the Best Deal on Term Life Insurance. Insurance Warnings! Using Life Insurance for Estate Liquidity. How Much Is Enough? What Type of Life Insurance Is Best for Estate Liquidity? The Irrevocable Life Insurance Trust. Getting Your Life Insurance into Your Trust. Using Life Insurance to Leverage Your Estate. About Your Cash Values. Long-Term Care Insurance. 11. Smart Strategies for Gifting Assets to Family Members. The Annual Gift Tax Exclusion. Unintended Gifts. Filing a Gift Tax Return. The Lifetime Applicable Exclusion Amount. Outright Gifts. When the Donee Is a Minor. Other Tax-Free Gifts. Family Gifts Utilizing Trusts. Grantor Retained Annuity Trust. Grantor Retained Unitrust. Qualified Personal Residence Trust. Taking Advantage of Generation Skipping Transfers. Sales to Family Members. Loans to Family Members. 12. Strategic Planning with Charities. Outright Gifts to Charities. Testamentary Gifts to Charities. Gifts Using Charitable Trusts. Using Your Charitable Trust for Retirement Planning. The Private Foundation. 13. Family Limited Partnerships. General Structure of the Family Limited Partnership. Family Limited Partnership Rules. 14. Succession Planning for the Family Business or Farm. Special Estate Tax Benefits for Farmers and Closely Held Business Owners. Valuing Your Business or Farm. Succession or Sale? Succession Planning: Keeping the Family Business in the Family. Maximizing Your Business's Value through a Sale. Structuring Your Buy-Sell Agreement. Types of Buy-Sell Agreements. Funding the Buy-Sell Agreement. One Final Strategy-the Employee Stock Ownership Plan. 15. Asset Protection Strategies. The Concept of Fraudulent Transfers. A Word about Jointly Held Property. Retirement Plans. Life Insurance. Using Trusts to Protect Assets. Using Limited Liability Entities to Protect Assets. Use of Multiple Limited Liability Entities. Foreign Asset Protection Trusts. Domestic Asset Protection Trusts. Epilogue-Dealing with Parents and Their Money. Appendix A-Professional Advisors. Appendix B-Estate Planning Terms. Index.
Series Title: J.K. Lasser--practical guides for all your financial needs.
Other Titles: New rules for estate and tax planning revised
Responsibility: Harold Apolinsky and Stewart H. Welch III.

Abstract:

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  Read more...

Reviews

User-contributed reviews
Retrieving GoodReads reviews...
Retrieving DOGObooks reviews...

Tags

Be the first.
Confirm this request

You may have already requested this item. Please select Ok if you would like to proceed with this request anyway.

Linked Data


Primary Entity

<http://www.worldcat.org/oclc/317920622> # J.K. Lasser's new rules for estate and tax planning revised
    a schema:Book, schema:CreativeWork ;
    library:oclcnum "317920622" ;
    library:placeOfPublication <http://experiment.worldcat.org/entity/work/data/4919065512#Place/hoboken_nj> ; # Hoboken, NJ
    library:placeOfPublication <http://id.loc.gov/vocabulary/countries/nju> ;
    rdfs:seeAlso <http://experiment.worldcat.org/entity/work/data/4919065512#CreativeWork/j_k_lasser_s_new_rules_for_estate_and_tax_planning> ; # J.K. Lasser's new rules for estate and tax planning.
    schema:about <http://id.loc.gov/authorities/subjects/sh2008104374> ; # Inheritance and transfer tax--Law and legislation--United States
    schema:about <http://id.worldcat.org/fast/1204155> ; # United States.
    schema:about <http://id.loc.gov/authorities/subjects/sh2008103316> ; # Estate planning--United States
    schema:about <http://id.worldcat.org/fast/973425> ; # Inheritance and transfer tax--Law and legislation
    schema:about <http://id.worldcat.org/fast/915490> ; # Estate planning
    schema:about <http://id.loc.gov/authorities/classification/KF6585> ;
    schema:about <http://dewey.info/class/343.73053/e22/> ;
    schema:alternateName "New rules for estate and tax planning revised" ;
    schema:bookEdition "Rev. and updated." ;
    schema:bookFormat bgn:PrintBook ;
    schema:contributor <http://viaf.org/viaf/65743990> ; # Stewart H. Welch
    schema:contributor <http://viaf.org/viaf/91917823> ; # Harold I. Apolinsky
    schema:copyrightYear "2010" ;
    schema:creator <http://viaf.org/viaf/91917823> ; # Harold I. Apolinsky
    schema:datePublished "2010" ;
    schema:description "Contains valuable advice and solid strategies to help with estate planning under today's tax rules, including how new legislation will impact inheritances and trusts, the do's and don'ts of gifting, retirement planning, and more."@en ;
    schema:exampleOfWork <http://worldcat.org/entity/work/id/4919065512> ;
    schema:inLanguage "en" ;
    schema:isPartOf <http://experiment.worldcat.org/entity/work/data/4919065512#Series/j_k_lasser_practical_guides_for_all_your_financial_needs> ; # J.K. Lasser--practical guides for all your financial needs.
    schema:name "J.K. Lasser's new rules for estate and tax planning revised"@en ;
    schema:productID "317920622" ;
    schema:publication <http://www.worldcat.org/title/-/oclc/317920622#PublicationEvent/hoboken_nj_wiley_2010> ;
    schema:publisher <http://experiment.worldcat.org/entity/work/data/4919065512#Agent/wiley> ; # Wiley
    schema:workExample <http://worldcat.org/isbn/9780470446454> ;
    wdrs:describedby <http://www.worldcat.org/title/-/oclc/317920622> ;
    .


Related Entities

<http://experiment.worldcat.org/entity/work/data/4919065512#CreativeWork/j_k_lasser_s_new_rules_for_estate_and_tax_planning> # J.K. Lasser's new rules for estate and tax planning.
    a schema:CreativeWork ;
    schema:creator <http://viaf.org/viaf/91917823> ; # Harold I. Apolinsky
    schema:name "J.K. Lasser's new rules for estate and tax planning." ;
    .

<http://experiment.worldcat.org/entity/work/data/4919065512#Series/j_k_lasser_practical_guides_for_all_your_financial_needs> # J.K. Lasser--practical guides for all your financial needs.
    a bgn:PublicationSeries ;
    schema:hasPart <http://www.worldcat.org/oclc/317920622> ; # J.K. Lasser's new rules for estate and tax planning revised
    schema:name "J.K. Lasser--practical guides for all your financial needs." ;
    schema:name "J.K. Lasser--practical guides for all your financial needs" ;
    .

<http://id.loc.gov/authorities/subjects/sh2008103316> # Estate planning--United States
    a schema:Intangible ;
    schema:name "Estate planning--United States"@en ;
    .

<http://id.loc.gov/authorities/subjects/sh2008104374> # Inheritance and transfer tax--Law and legislation--United States
    a schema:Intangible ;
    schema:name "Inheritance and transfer tax--Law and legislation--United States"@en ;
    .

<http://id.worldcat.org/fast/1204155> # United States.
    a schema:Place ;
    schema:name "United States." ;
    .

<http://id.worldcat.org/fast/915490> # Estate planning
    a schema:Intangible ;
    schema:name "Estate planning"@en ;
    .

<http://id.worldcat.org/fast/973425> # Inheritance and transfer tax--Law and legislation
    a schema:Intangible ;
    schema:name "Inheritance and transfer tax--Law and legislation"@en ;
    .

<http://viaf.org/viaf/65743990> # Stewart H. Welch
    a schema:Person ;
    schema:familyName "Welch" ;
    schema:givenName "Stewart H." ;
    schema:name "Stewart H. Welch" ;
    .

<http://viaf.org/viaf/91917823> # Harold I. Apolinsky
    a schema:Person ;
    schema:familyName "Apolinsky" ;
    schema:givenName "Harold I." ;
    schema:name "Harold I. Apolinsky" ;
    .

<http://worldcat.org/isbn/9780470446454>
    a schema:ProductModel ;
    schema:isbn "0470446455" ;
    schema:isbn "9780470446454" ;
    .


Content-negotiable representations

Close Window

Please sign in to WorldCat 

Don't have an account? You can easily create a free account.