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J.K. Lasser's new rules for estate, retirement, and tax planning  Cover Image Book Book

J.K. Lasser's new rules for estate, retirement, and tax planning / Stewart H. Welch III, AEP, CFP ; J. Winston Busby, Esq., LLM.

Welch, Stewart H., (author.). Busby, J. Winston, (author.).

Summary:

"[This book covers] 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. 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."--Provided by publisher.

Record details

  • ISBN: 9781119559139
  • ISBN: 1119559138
  • Physical Description: xviii, 327 pages : illustrations, charts ; 24 cm.
  • Edition: Sixth edition.
  • Publisher: Hoboken, NJ : John Wiley & Sons, Inc., [2019]

Content descriptions

General Note:
Includes index.
"Includes the Tax Cuts and Jobs Act"--Cover.
""Keep more today, leave more to your heirs tomorrow"--Cover.
"The Fifth Edition of Estate and Tax Planning was published by John Wiley & Sons, Inc. in 2014."--Title page verso.
Formatted Contents Note:
Tax Cuts and Jobs Act of 2017 -- Estate planning -- The estate tax system -- Investment strategies for maximizing estate growth -- Retirement planning: living your dream -- You don't have a will? Big trouble! -- Where there's a will, there's your way! -- Using trusts in your estate plan -- Understanding the living trust -- Using insurance in your estate plan -- Smart strategies for gifting assests to family members -- Strategic planning with charities -- Family limited partnerships -- Succession planning for the family business or farm -- Asset protection strategies -- Personal business planning issues.
Subject: Inheritance and transfer tax > Law and legislation > United States.
Estate planning > United States.
Retirement > United States > Planning.
Genre: Nonfiction.

Available copies

  • 1 of 1 copy available at Wayne/Pike Local Consortium.

Holds

  • 0 current holds with 1 total copy.
Show Only Available Copies
Location Call Number / Copy Notes Barcode Shelving Location Status Due Date
Milford Library 343.73 WEL (Text) 30352101346020 Nonfiction Available -


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