Close cookie details

This site uses cookies. Learn more about cookies.

OverDrive would like to use cookies to store information on your computer to improve your user experience at our Website. One of the cookies we use is critical for certain aspects of the site to operate and has already been set. You may delete and block all cookies from this site, but this could affect certain features or services of the site. To find out more about the cookies we use and how to delete them, click here to see our Privacy Policy.

If you do not wish to continue, please click here to exit this site.

Hide notification

  Main Nav
JK Lasser's New Rules for Estate and Tax Planning
Cover of JK Lasser's New Rules for Estate and Tax Planning
JK Lasser's New Rules for Estate and Tax Planning
Borrow Borrow Borrow

A complete guide to planning an estate under today's tax rules

When it comes to your estate-no matter how big or small it may be-you shouldn't leave anything to chance. Proper planning is necessary to protect both your assets and your heirs. Experts Stewart Welch III, Harold Apolinsky, and Craig Stephens know this better than anyone else, and in the Third Edition of J.K. Lasser's New Rules for Estate and Tax Planning, they offer valuable advice and solid strategies to help you plan your estate under today's tax rules. Packed with up-to-the-minute facts, this practical resource covers essential issues; including how new legislation will impact inheritances and trusts, the do's and don't of gifting, retirement planning, and much more.

  • 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 planning strategies

Filled with in-depth insights and expert 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.

A complete guide to planning an estate under today's tax rules

When it comes to your estate-no matter how big or small it may be-you shouldn't leave anything to chance. Proper planning is necessary to protect both your assets and your heirs. Experts Stewart Welch III, Harold Apolinsky, and Craig Stephens know this better than anyone else, and in the Third Edition of J.K. Lasser's New Rules for Estate and Tax Planning, they offer valuable advice and solid strategies to help you plan your estate under today's tax rules. Packed with up-to-the-minute facts, this practical resource covers essential issues; including how new legislation will impact inheritances and trusts, the do's and don't of gifting, retirement planning, and much more.

  • 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 planning strategies

Filled with in-depth insights and expert 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.

Available formats-
  • Kindle Book
  • OverDrive Read
  • EPUB eBook
Languages:-
Copies-
  • Available:
    3
  • Library copies:
    3
Levels-
  • ATOS:
  • Lexile:
  • Interest Level:
  • Text Difficulty:

Recommended for you

About the Author-
  • STEWART H. WELCH III, AEP, CFP®, is a nationally recognized financial advisor who is widely quoted in the press, including Money magazine, Worth, and the Wall Street Journal. He has appeared on CNN, CNBC, and Fox News. Welch's company, The Welch Group, LLC, is a fee-only, wealth management and financial advisory firm serving wealthy families throughout the United States.
Table of Contents-
  • Acknowledgments.

    Introduction.

    1. Congress Plays ‘The Guessing Game’ with the Estate Tax Laws.

    Cautionary Note.

    Retirement Savings and Pension Reform.

    Marginal Tax Rates.

    Education Funding Incentives.

    Business and Corporate Tax Relief.

    Estate, Gift, and Generation-Skipping Transfers.

    2. Estate Planning: You Need It—Here’s Why.

    What Is Estate Planning?

    The Benefits of Estate Planning.

    The Nightmares of Poor Planning.

    The Myths of Estate Planning.

    Guidelines for Successful Estate Planning.

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

    Determining Your Estate Net Worth.

    Understanding the Estate Tax System.

    Your Estate Tax Picture.

    Your Future Estate.

    Overview of Estate Planning Strategies.

    4. Investment Strategies for Maximizing Estate Growth.

    Growth Strategy with a Safety Net.

    Prioritizing Your Investment Dollars.

    Retirement Planning: Choosing the Best Investment Environments.

    Some Final Thoughts on Investing.

    5. Retire with Dignity: How Much Is Enough?

    Your Retirement Requirements.

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

    Property Transfers at Death.

    Transfers via Probate.

    Direct Transfers by Title.

    Other Methods of Property Ownership.

    Choosing the Best Methods of Ownership.

    Setting Estate Planning Goals.

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

    What Is a Will?

    Types of Wills.

    Advantages and Disadvantages of Wills.

    Intelligent Decisions Concerning Your Will’s Basic Provisions.

    Executing Your Will.

    Where to Store Your Will.

    Other Important Documents.

    Working with Your Attorney.

    When to Review Your Estate Plan.

    8. Using Trusts in Your Estate Plan.

    The Credit Shelter Trust Will.

    Disclaimers.

    Marital Trusts.

    Spendthrift Trust.

    Standby Trust.

    Other Trusts.

    9. Understanding the Living Trust.

    Advantages of Living Trusts.

    Disadvantages of Living Trusts.

    How a Living Trust Operates.

    Transferring Property into Your Living Trust.

    Types of Property Likely to Be Transferred.

    Living Trust Myths.

    Transacting Business with Your Trust.

    10. Using Insurance in Your Estate Plan.

    Life Insurance.

    Using Life Insurance to Replace Income.

    How Much Life Insurance Do You Need?

    What Type of Life Insurance Is Best for You?

    Insurance on a Homemaker.

    Insurance on Adult Children.

    How to Get the Best Deal on Term Life Insurance.

    Insurance Warnings!

    Using Life Insurance for Estate Liquidity.

    How Much Is Enough?

    What Type of Life Insurance Is Best for Estate Liquidity?

    The Irrevocable Life Insurance Trust.

    Getting Your Life Insurance into Your Trust.

    Using Life Insurance to Leverage Your Estate.

    About Your Cash Values.

    Long-Term Care Insurance.

    11. Smart Strategies for Gifting Assets to Family Members.

    The Annual Gift Tax Exclusion.

    Unintended Gifts.

    Filing a Gift Tax Return.

    The Lifetime Applicable Exclusion Amount.

    Outright Gifts.

    When the Donee Is a Minor.

    Other Tax-Free Gifts.

    Family Gifts Utilizing Trusts.

    Grantor Retained Annuity Trust.

    Grantor Retained Unitrust.

    Qualified Personal Residence Trust.

    Taking Advantage of Generation Skipping Transfers.

    Sales to Family Members.

    Loans to Family Members.

    12. Strategic Planning with Charities.

    Outright Gifts to Charities.

    Testamentary Gifts to Charities.

    Gifts Using Charitable Trusts.

    Using Your Charitable Trust for Retirement Planning.

    The Private Foundation.

    13. Family Limited Partnerships.

    General Structure of the Family Limited Partnership.

    Family Limited Partnership Rules.

    14....

Title Information+
  • Publisher
    Wiley
  • Kindle Book
    Release date:
  • OverDrive Read
    Release date:
  • EPUB eBook
    Release date:
Digital Rights Information+
  • Copyright Protection (DRM) required by the Publisher may be applied to this title to limit or prohibit printing or copying. File sharing or redistribution is prohibited. Your rights to access this material expire at the end of the lending period. Please see Important Notice about Copyrighted Materials for terms applicable to this content.

Status bar:

You've reached your checkout limit.

Visit your Checkouts page to manage your titles.

Close

You already have this title checked out.

Want to go to your Checkouts?

Close

Recommendation Limit Reached.

You've reached the maximum number of titles you can recommend at this time. You can recommend up to 3 titles every 7 day(s).

Close

Sign in to recommend this title.

Recommend your library consider adding this title to the Digital Collection.

Close

Enhanced Details

Close
Close

Limited availability

Availability can change throughout the month based on the library's budget.

is available for days.

Once playback starts, you have hours to view the title.

Close

Permissions

Close

The OverDrive Read format of this eBook has professional narration that plays while you read in your browser. Learn more here.

Close

Holds

Total holds:


Close

Restricted

Some format options have been disabled. You may see additional download options outside of this network.

Close

You've reached your library's checkout limit for digital titles.

To make room for more checkouts, you may be able to return titles from your Checkouts page.

Close

Excessive Checkout Limit Reached.

There have been too many titles checked out and returned by your account within a short period of time.

Try again in several days. If you are still not able to check out titles after 7 days, please contact Support.

Close

You have already checked out this title. To access it, return to your Checkouts page.

Close

This title is not available for your card type. If you think this is an error contact support.

Close

An unexpected error has occurred.

If this problem persists, please contact support.

Close

Close

NOTE: Barnes and Noble® may change this list of devices at any time.

Close
Buy it now
and help our library WIN!
JK Lasser's New Rules for Estate and Tax Planning
JK Lasser's New Rules for Estate and Tax Planning
Stewart H. Welch, III
Choose a retail partner below to buy this title for yourself.
A portion of this purchase goes to support your library.
Clicking on the 'Buy It Now' link will cause you to leave the library download platform website. The content of the retail website is not controlled by the library. Please be aware that the website does not have the same privacy policy as the library or its service providers.
Close
Close

There are no copies of this issue left to borrow. Please try to borrow this title again when a new issue is released.

Close
Barnes & Noble Sign In |   Sign In

You will be prompted to sign into your library account on the next page.

If this is your first time selecting “Send to NOOK,” you will then be taken to a Barnes & Noble page to sign into (or create) your NOOK account. You should only have to sign into your NOOK account once to link it to your library account. After this one-time step, periodicals will be automatically sent to your NOOK account when you select "Send to NOOK."

The first time you select “Send to NOOK,” you will be taken to a Barnes & Noble page to sign into (or create) your NOOK account. You should only have to sign into your NOOK account once to link it to your library account. After this one-time step, periodicals will be automatically sent to your NOOK account when you select "Send to NOOK."

You can read periodicals on any NOOK tablet or in the free NOOK reading app for iOS, Android or Windows 8.