Product Description

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.

Product Details

• Amazon Sales Rank: #1374888 in Books
• Published on: 2001-11-09
• Original language: English
• Number of items: 1
• Binding: Paperback
• 304 pages

From the Back Cover
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-five years. Don't wait until it's too late. Use J.K. Lasser's New Rules for Estate Planning and Taxes to find out exactly how the rules have changed, and what you can do now to effectively plan your estate.

Estate expert Harold Apolinsky and financial advisor Stewart Welch III offer valuable advice and solid strategies to help you plan your estate under the new tax law as well as preserve your wealth. Packed with up-to-the-minute facts, J.K. Lasser's New Rules for Estate Planning and Taxes makes it easy for you to understand the sweeping changes which have already taken place, and other changes which will be phased-in over the next decade.

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, and guardianship
• Treatment of charitable contributions
• And much, much more!

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.

Customer Reviews

A Great Find
What a great book! Everything you need to know about estate and tax planning in one easy to read book. This book is all you need! You can find what your looking for right away!

A valuable addition to any financial planning library
In guiding my clientele through the ever-changing maze of estate tax planning law, I have found JK Lasser's New Rules for Estate Planning and Tax to be an invaluable body of knowledge that I have referenced again and again. The easy-to-read layout allows quick focus on particular issues and topics that are presented in clear and concise laymen's terms.

Keeping up to date
If you're at all like me, you're hanging on by your finger tips trying to understand and/or keep up with the multiple nuances of estate and tax planning. This book is easily readable, and is written through the eyes of both a financial planner, and an estate planning attorney. There's no reason with a book like this why anyone can't keep a responsible eye on these personal matters. I strongly recommend this book.