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

Author: Stewart H Welch; J Winston Busby
Publisher: Hoboken, NJ : John Wiley & Sons, Inc., [2019] ©2019
Series: J.K. Lasser--practical guides for all your financial needs
Edition/Format:   Print book : English : Sixth editionView all editions and formats
Summary:
"[This book covers] 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  Read more...
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Document Type: Book
All Authors / Contributors: Stewart H Welch; J Winston Busby
ISBN: 9781119559139 1119559138
OCLC Number: 1102455344
Notes: Includes index.
"Includes the Tax Cuts and Jobs Act"--Cover.
""Keep more today, leave more to your heirs tomorrow"--Cover.
"The Fifth Edition of Estate and Tax Planning was published by John Wiley & Sons, Inc. in 2014."--Title page verso.
Description: xviii, 327 pages : illustrations, charts ; 24 cm.
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 assests 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.
Series Title: J.K. Lasser--practical guides for all your financial needs
Other Titles: JK Lasser's new rules for estate, retirement, and tax planning
New rules for estate, retirement, and tax planning
Estate, retirement, and tax planning
Responsibility: Stewart H. Welch III, AEP, CFP ; J. Winston Busby, Esq., LLM.

Abstract:

Harold I. Apolinsky listed as primary author on several previous editions.  Read more...

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