Estate Planning After the New Tax Law
Author: Robert F. Klueger
Publisher: Xlibris Corporation
Published: 2011-08-29
Total Pages: 150
ISBN-13: 1465361227
DOWNLOAD EBOOKPosts
Estate Planning in Light of the New Tax Act
Author: George L. Cushing
Publisher:
Published: 2001
Total Pages: 174
ISBN-13:
DOWNLOAD EBOOKJ.K. Lasser's New Rules for Estate and Tax Planning
Author: Harold I. Apolinsky
Publisher: John Wiley & Sons
Published: 2002-03-12
Total Pages: 304
ISBN-13: 0471233455
DOWNLOAD EBOOKPlanning 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. Lasser-Practical Guides for All Your Financial Needs Please visit our Web site at www.jklasser.com
JK Lasser's New Rules for Estate and Tax Planning
Author: Stewart H. Welch, III
Publisher: John Wiley & Sons
Published: 2011-09-13
Total Pages: 290
ISBN-13: 1118166469
DOWNLOAD EBOOKA complete guide to planning an estate under today's tax rules When it comes to an estate (no matter how big or small it may be) nothing should be left to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialists Harold Apolinsky and Craig Stephens and expert financial planner Stewart Welch III know this better than anyone else, and in the revised and updated 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 as well as preserve your wealth. Packed with up-to-the-minute facts, this practical resource covers a wealth of important issues. Reveals how new legislation will impact inheritances and trusts and offers guidance for estate and generation-skipping tax planning Explains the role of wills, executors, and trusts and shows how to treat charitable contributions Outlines the do's and don'ts of gifting and explains life insurance and retirement planning Filled with in-depth insights and expert advice, this book will show how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.
J.K. Lasser's New Rules for Estate and Tax Planning
Author: Stewart H. Welch, III
Publisher: John Wiley and Sons
Published: 2009-12-31
Total Pages: 271
ISBN-13: 0470535695
DOWNLOAD EBOOKA 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.
JK Lasser's New Rules for Estate, Retirement, and Tax Planning
Author: Stewart H. Welch, III
Publisher: John Wiley & Sons
Published: 2019-02-05
Total Pages: 352
ISBN-13: 1119559111
DOWNLOAD EBOOKThe popular handbook to estate planning, now updated for 2018 Since its first publication in 2002, New Rules for Estate, Retirement, and Tax Planning has sold more than 40,000 copies, providing a solid, accessible introduction to estate planning for any age or income bracket. Now in its sixth edition, Estate, Retirement, and Tax Planning continues this tradition, covering such topics as trusts, donations, life insurance, and wills in easy-to-understand language that offers valuable insights and solid strategies to help you preserve your wealth and plan your estate so that your assets go where you want with a minimum of taxes and government interference. This comprehensive guide answers such common questions as: How much do I need to retire comfortably? How do I protect my children’s inheritance? How do I ensure planned donations are made after I’m gone? And many more. The Sixth Edition is also fully updated to reflect changes following the 2018 Tax Cuts and Jobs Act, so that you can learn how new regulations could impact your inheritance and trusts. Other notable features include advice on working with elderly parents and introducing financial planning to children and teenagers, in addition to a list of professional advisers and a glossary of estate planning terms. Understand estate planning and obtain solid strategies for growing your wealth Explore asset protection and succession planning strategies Discover how recent updates to the tax code could affect you and your heirs Stay informed of any relevant law changes with an author-managed web site Estate, Retirement, and Tax Planning contains a wealth of valuable information for any adult who needs help planning their financial future, from the established professional heading toward retirement, to the young adult looking to understand the basics. Wherever you are in your journey, use Estate, Retirement, and Tax Planning to ensure your legacy is protected.
Fundamentals of Estate Planning Under the New Tax Law
Author:
Publisher:
Published: 1989
Total Pages: 290
ISBN-13:
DOWNLOAD EBOOKEstate Planning After the 1997 Tax Act
Author: Martin M. Shenkman
Publisher: John Wiley & Sons
Published: 1998-01-05
Total Pages: 218
ISBN-13:
DOWNLOAD EBOOKA comprehensive first look at the new Tax Act changes in estate planning. Among the myriad changes in the 1997 Tax Relief Act—the most sweeping tax reform agenda in years—are a significant number that affect estate planning. This concise, easy-to-follow book examines and evaluates all these revisions, providing in-depth explanations of exactly what they are, how they'll impact your planning goals, and—perhaps most importantly—how to capitalize on them. In addition to the increase in the Unified Credit (Exclusion), Estate Planning after the 1997 Tax Act brings you the very latest on capital gains, marital bequests, IRAs, planning for certain trusts, leasing of specially valued property, and other new rules that apply directly—and indirectly—to estate planning. Along with practical planning tips and techniques, helpful sample clauses, and invaluable advice, here's where you'll find essential information on: Family and closely held businesses—valuation, redemption, sales of stock, distribution of property, estate tax deferral benefits Gift planning—education and tuition breaks, gift-appreciated assets, effects of prior-made gifts on the estate tax return Retirement assets—repeal of excise tax, phaseout of IRA deductions, Roth IRAs, funding credit shelter trusts with pension assets Estate planning for real estate—exclusion on home sale gain, conservation easements, Qualified Personal Residence Trusts The Generation Skipping Transfer (GST) tax—changes to the deceased parent's exemption, indexing the GST exemption. Authoritative and accessible, this is an indispensable resource for anyone looking to understand—and benefit from—the ways in which the new tax law changes estate planning.
Manning on Estate Planning
Author: Jerome A. Manning
Publisher:
Published: 2004
Total Pages: 874
ISBN-13:
DOWNLOAD EBOOKWritten by practitioners with more than 75 years of combined planning experience, Manning on Estate Planning has long been the planning tool of choice for seasoned professionals who want sound advice on how to craft flexible, individualized estate plans that help clients reach tax and non-tax goals.
J.K. Lasser ProEstate and Business Succession Planning
Author: Russell J. Fishkind
Publisher: John Wiley & Sons
Published: 2002-01-04
Total Pages: 422
ISBN-13: 9780471214489
DOWNLOAD EBOOKEFFECTIVE ESTATE AND BUSINESS SUCCESSION PLANNING UNDER THE NEW TAX LAW A properly designed and implemented estate and/or business succession plan is key to providing for and protecting loved ones in the most tax-efficient manner possible. A team of advisors must be assembled from the disciplines of law, insurance, finance, accounting, and tax in order to create a plan that optimizes planning opportunities incorporating both the current state of law with the current state of one’s mind. J.K. Lasser Pro Estate and Business Succession Planning, Second Edition provides you with a unique and comprehensive analysis of the Economic Growth and Tax Relief Reconciliation Act of 2001, the new retirement distribution rules, Section 529 education plans, and split dollar insurance guidelines. It can help professionals and experienced individuals alike take advantage of opportunities presented by the new tax law, avoid common mistakes, and understand complex estate and business succession planning techniques. 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 Economic Growth and Tax Relief Reconciliation Act of 2001 Top twenty factors to consider when creating one’s Will, as well as creating a Power of Attorney and Health Care Proxy Annual Exclusion and Exemption Equivalent Planning Irrevocable Life Insurance Trusts and Crummey Notices Charitable Remainder Trusts and Foundations Family Limited Partnerships Business Succession Planning Techniques Split Dollar Plans Section 529 education plans Retirement distribution rules Self-Canceling Installment Notes Intentionally Defective Grantor Trusts GRITs, GRATs, and GRUTs And this is just a sampling of the expertise that the authors provide in a truly unique and understandable text. J.K. Lasser Pro Estate and Business Succession Planning, Second Edition contains all you need to make the most of the new tax law while navigating this complex area, and shows you how to protect and provide for loved ones for generations to come. Please visit our Web site at www.jklasser.com
