AARP JK Lasser's New Rules for Estate and Tax Planning

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John Wiley & Sons, Apr 17, 2012 - Business & Economics - 267 pages
AARP Digital Editions offer you practical tips, proven solutions, and expert guidance.

A complete guide to planning an estate under today's tax rules

When it comes to an estate (no matter how big or small it may be) nothing should be left to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialists Harold Apolinsky and Craig Stephens 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 a wealth of important issues.

  • Reveals how new legislation will impact inheritances and trusts and offers guidance for estate and generation-skipping tax planning
  • Explains the role of wills, executors, and trusts and shows how to treat charitable contributions
  • Outlines the do's and don'ts of gifting and explains life insurance and retirement planning
  • Filled with in-depth insights and expert advice, this book will show how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.

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Estate Planning
The Estate Tax System
Investment Strategies for Maximizing Estate
Retire with Dignity
You Dont Have a Will? Big Trouble
Where Theres a Will Theres Your Way
Using Trusts in Your Estate Plan
Insurance on a Homemaker
Family Limited Partnerships
Succession Planning for the Family
Types of BuySell Agreements
Retirement Plans
Personal Business Planning Issues
Dealing with Parents and Their Money
Estate Planning Terms

Understanding the Living Trust
Using Insurance in Your Estate Plan
IRS Life Expectancy Table

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About the author (2012)

STEWART H. WELCH III, CFP, AEP, 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, Mutual Funds magazine, and Medical Economics. Welch's company, The Welch Group LLC, is a fee-only, wealth management advisory firm in Birmingham, Alabama.

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