A complete guide to planning an estate under today's taxrules
When it comes to your estate-no matter how big or small it maybe-you shouldn't leave anything to chance. Proper planning isnecessary to protect both your assets and your heirs. ExpertsStewart Welch III, Harold Apolinsky, and Craig Stephens know thisbetter than anyone else, and in the Third Edition of J.K.Lasser's New Rules for Estate and Tax Planning, they offervaluable advice and solid strategies to help you plan your estateunder today's tax rules. Packed with up-to-the-minute facts, thispractical resource covers essential issues; including how newlegislation will impact inheritances and trusts, the do's and don'tof gifting, retirement planning, and much more.
* Reflects the most recent changes in tax laws as applicable toestate taxation
* Offers useful planning with regard to trusts, charitablecontributions, life insurance, and wills
* Outlines the best ways to preserve your wealth through properplanning strategies
Filled with in-depth insights and expert advice, this book willshow you how to efficiently arrange your estate today so that youcan leave more to those you care about tomorrow.
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ISBN-13
978-0-470-53569-1 (9780470535691)
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STEWART H. WELCH III, AEP, CFP®, is a nationallyrecognized financial advisor who is widely quoted in the press,including Money magazine, Worth, and the Wall Street Journal. Hehas appeared on CNN, CNBC, and Fox News. Welch's company, The WelchGroup, LLC, is a fee-only, wealth management and financial advisoryfirm serving wealthy families throughout the United States.
HAROLD APOLINSKY, Esq., EPLS, is a board-certified estateplanning attorney with the law firm Sirote & Permutt, PC, inBirmingham, Alabama. He served for over twenty-five years as anadjunct professor of estate planning at both the Cumberland Schoolof Law and The University of Alabama School of Law.
CRAIG M. STEPHENS, Esq., LLM, is a tax attorneyspecializing in estate planning and family business successionplanning. He is former president and board member of the localchapter of the National Committee on Planned Giving. Stephens iscochairman of his firm's estate and trust planning practice groupat Sirote & Permutt, PC, in Birmingham, Alabama.
Autor*in
Birmingham, Alabama
