J. K. Lasser's New Rules for Estate And Tax Planning - Hardcover

Apolinsky, Harold; Welch, Stewart H., III

Hardcover

ISBN 10: 0786285621 ISBN 13: 9780786285624

Publisher: Thorndike Pr, 2006

Synopsis

Planning Your Estate Under the New Tax Law is Easy with J. K. Lasser

The Economic Growth and Tax Relief Reconciliation Act of 2001 will affect numerous aspects of your financial life–none more important than how you plan your estate. This new tax law includes the first major estate tax revision in over twenty years. Use J.K. Lasser′s New Rules for Estate and Tax Planning to learn how the rules have changed and what you can do now to effectively plan your estate.

Learn what the new law means for you and your family, and find out how to use it to keep what has taken a lifetime to accumulate.

With this book, you′ll understand:
∗ The repeal of the Estate Tax
∗ Wealth–transfer exemption
∗ How the new legislation will impact trusts and inheritances
∗ The role of wills, executors, guardianship, and trusts
∗ Treatment of charitable contributions
J.K. Lasser–Practical Guides for All Your Financial Needs

Please visit our Web site at www.jklasser.com

About this title

About the Author

HAROLD APOLINSKY, ESQ., EPLS, is a board–certified estate planning attorney with the law firm Sirote & Permutt, PC, in Birmingham, Alabama. He is an adjunct professor of estate planning at the Cumberland School of Law and previously taught at the University of Alabama Law School.
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.

Edition details

• Publisher: Thorndike Pr
• Publication date: 2006
• Language: English
• ISBN 10: 0786285621
• ISBN 13: 9780786285624
• Binding: Hardcover
• Number of pages: 688