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. EstatePlanning Law Specialist Harold Apolinsky and expert financialplanner Stewart Welch III know this better than anyone else, and inthe Revised and Updated Edition of J.K. Lasser's New Rules forEstate and Tax Planning, they offer valuable advice and solidstrategies to help you plan your estate under today's tax rules aswell as preserve your wealth. Packed with up-to-the-minute facts,this practical resource covers important issues, such as: * How new legislation will impact inheritances and trusts * Estate and generation-skipping tax planning * The role of wills, executors, and trusts * Treatment of charitable contributions * The do's and don'ts of gifting * Life insurance and retirement planning 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.
In this guide, you'll find up-to-the-minute facts, valuable insight, and solid strategies to help you preserve your wealth and plan your estate under current tax rules.
This book helps you sidestep the minefield of confusion, assumptions, and misunderstanding to plan your financial future the way you want it, regardless of age or income level.
Filled with in-depth insights and excellent 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.
Reflects the most recent changes in tax laws as applicable to estate taxation Offers useful planning with regard to trusts, charitable contributions, life insurance, and wills Outlines the best ways to preserve your wealth through proper ...
Comprehensive guide to estate planning with a focus on the new legislation which impacts trusts, inheritances and the estate tax, which is likely to be repealed gradually over the next decade
If you fall into this group, you should stop procrastinating. It really does matter if you die without a will! We'll outline the perils of dying without one. The resulting chaos will surprise you. You'll learn how to prepare yourself so ...
In this volume, you ll find: Detailed coverage of new tax laws and IRS rules A complete rundown of available business expenses Comprehensive information on each deductible expense, including dollar limits and record-keeping requirements ...
Written by two attorneys who specialize in estate planning matters, this easy-to-read book provides you with complete information and strategies for a variety of issues including: How to plan in light of the phased-in provisions of the ...
EXAMPLE Jones owns an apartment house with a fair market value of $220,000, subject to an $80,000 mortgage. His adjusted basis is $100,000. Jones exchanges his building for Smith's apartment building, which has a value of $250,000, ...
J.K. Lasser Institute. Estate, Hill, and GenerationSllinning Transler Tax lieliei he slow phase-in of the estate tax repeal, fully effective in 2010, together with the sunset of all provisions of the Act in 2011 means that the estate tax ...