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Autor: Harold I. Apolinsky
ISBN-13: 9780471731085
Einband: E-Book
Seiten: 304
Sprache: Englisch
eBook Typ: PDF
eBook Format: E-Book
Kopierschutz: Adobe DRM [Hard-DRM]
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J.K. Lasser's New Rules for Estate and Tax Planning, Revised and Updated

J.K. Lasser
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1
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.
4
Acknowledgments.

Introduction.

1. Tax Relief Act-2001, and Jobs and Growth TaxAct-2003: An Overview.

2. Estate Planning: You Need It--Here's Why.

3. The Estate Tax System: How Much Are You Really Worth?

4. Investment Strategies for Maximizing Estate Growth.

5. Retire with Dignity: How Much Is Enough?

6. You Don't Have a Will? Big Trouble!

7. Where There's a Will, There's Your Way!

8. Using Trusts in Your Estate Plan.

9. Understanding the Living Trust.

10. Using Insurance in Your Estate Plan.

11. Smart Strategies for Gifting Assets to Family Members.

12. Strategic Planning with Charities.

13. Family Limited Partnerships.

14. Succession Planning for the Family Business or Farm.

15. Asset Protection Strategies.

Epilogue--Dealing with Parents and Their Money.

Appendix A--State-by-State Listing of Top ProfessionalAdvisors.

Appendix B--Estate Planning Terms.

Index.

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Autor: Harold I. Apolinsky
ISBN-13 :: 9780471731085
ISBN: 0471731080
Verlag: John Wiley & Sons
Seiten: 304
Sprache: Englisch
Auflage 2, 2. Auflage
Sonstiges: Ebook