JK Lasser's New Rules for Estate and Tax Planning
John Wiley and Sons, 2009/12/31 - 304 ページ
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. Experts Stewart Welch III, Harold Apolinsky, and Craig Stephens know this better than anyone else, and in the Third 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. Packed with up-to-the-minute facts, this practical resource covers essential issues; including how new legislation will impact inheritances and trusts, the do's and don't of gifting, retirement planning, and much more.
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.
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Chapter 1 Congress Plays The Guessing Game with the Estate Tax Laws
Chapter 2 Estate Planning You Need ItHeres Why
Chapter 3 The Estate Tax System How Much Are You Really Worth?
Chapter 4 Investment Strategies for Maximizing Estate Growth
Chapter 5 Retire with Dignity How Much Is Enough?
Chapter 6 You Dont Have a Will? Big Trouble
Chapter 7 Where Theres a Will Theres Your Way
Chapter 8 Using Trusts in Your Estate Plan
Chapter 11 Smart Strategies for Gifting Assets to Family Members
Chapter 12 Strategic Planning with Charities
Chapter 13 Family Limited Partnerships
Chapter 14 Succession Planning for the Family Business or Farm
Chapter 15 Asset Protection Strategies
Epilogue Dealing with Parents and Their Money
Appendix A Professional Advisors
Appendix B Estate Planning Terms