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JK Lasser's New Rules for Estate and Tax PlanningRevised and Updated
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  • Wiley

More About This Title JK Lasser's New Rules for Estate and Tax PlanningRevised and Updated

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HAROLD APOLINSKY, Esq., EPLS, is a board-certified estate planning attorney with the law firm Sirote & Permutt, PC, in Birmingham, Alabama. He served for over twenty-five years as an adjunct professor of estate planning at both the Cumberland School of Law and The University of Alabama School of Law.

STEWART H. WELCH III, AEP, CFP®, is a nationally recognized financial advisor who is widely quoted in the press. He has been listed as one of the top financial advisors in the country by several magazines, including Worth, and Medical Economics. Welch's company, The Welch Group, LLC, is a fee-only, wealth management advisory firm in Birmingham, Alabama.

  • English

English

Acknowledgments.

Introduction.

1. Tax Relief Act–2001, and Jobs and Growth Tax Act–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 Professional Advisors.

Appendix B—Estate Planning Terms.

Index.

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