Download PDF JK Lasser's New Rules for Estate, Retirement, and Tax Planning, 5th Edition

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JK Lasser's New Rules for Estate, Retirement, and Tax Planning, 5th Edition

Download PDF JK Lasser's New Rules for Estate, Retirement, and Tax Planning, 5th Edition

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From the Back Cover

Your hard-earned assets could disappear without proper planning You've worked hard your entire life and you've managed to accumulate assets. Don't let them go to taxes instead of the people and charities you love. This book helps you sidestep the minefield of confusion, assumptions, and misunderstanding to plan your financial future the way you want it, regardless of age or income level. You'll find up-to-the-minute facts, valuable insight, and solid strategies to help you preserve your wealth and plan your estate under current tax rules with information on retirement planning, trusts, charitable contributions, gifts, life insurance, and wills. Understand estate planning and learn solid strategies for growing your wealth Discover just how much money you'll need for retirement Learn how new legislation will impact inheritances and trusts Study the do's and don'ts of gifting assets to family Explore asset protection and succession planning strategies Stay informed of relevant law changes with our author-managed web site This authoritative guide helps you lock down your assets and provide for those you love, with clear guidance and expert advice.

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About the Author

STEWART H. WELCH III, AEP, CFP®, is a nationally recognized financial advisor who has served as Chair of the Disciplinary and Ethics Commission and as a member of the Board of Directors of the Certified Financial Planner Board of Standards, Inc. HAROLD I. APOLINSKY, ESQ., EPLS, is a board-certified estate-planning attorney with the law firm Sirote & Permutt, PC in Birmingham, Alabama. He previously taught estate planning at the Cumberland School of Law and the University of Alabama Law School. J. WINSTON BUSBY, ESQ, LLM, is an attorney at Sirote & Permutt, PC, focusing on tax and estate planning, income taxation of trusts and estates, succession planning, charitable giving techniques, and tax-exempt entities. J.K. Lasser—Practical Guides for All Your Financial Needs Please visit our Web site at www.jklasser.com

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Product details

Series: J.K. Lasser

Paperback: 310 pages

Publisher: Wiley; 5 edition (October 20, 2014)

Language: English

ISBN-10: 1118929993

ISBN-13: 978-1118929995

Product Dimensions:

6.1 x 0.7 x 9.2 inches

Shipping Weight: 15.2 ounces (View shipping rates and policies)

Average Customer Review:

4.6 out of 5 stars

15 customer reviews

Amazon Best Sellers Rank:

#422,682 in Books (See Top 100 in Books)

Realized my estate planning had not been updated in quite some time and didn't want to incur the expense of a lawyer. This was the best book that I found. I was so surprised to find that one of the authors is a financial planner who writes a weekly article in my Sunday paper. The articles are so good. . .I frequently clip them to share with my grown children. The other author was the attorney for my husband's CPA firm. I was not disappointed. The book is great and easy to read. It is well organized and easy to find the topic you are interested in.My children may get a copy for Christmas. It is very appropriate for adults of all ages.

It's a super great book. Goes direct to the changes that took place in 2012 and goes in depth in specific chapter to each change. As a Life Insurance agent that is moving to talk to different kind of affluent clients with mixed needs, you are in good hands. You will look in the eyes of the client in a way that you are not just a sales man that only talks about whole life policies. You need this information to complement the spectrum of understanding about how the New rules for estate retirement and tax planning will affect every household in America.

This book gives a lot of good advice. Unfortunately, for many of the recommendations, you're going to have to get a lawyer because the book does not provide enough detail for you to go it alone.

The best handbook for people approaching retirement. Up to date and guides you regarding what to espect and deadlines you must meet as you cross the finish line.

Comprehensive

I have just started reading the book. It appears to be fairly comprehensive in coverage of several estate planning issues important to me.

JK L books are the best.

Item exactly as described. Thanks.

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JK Lasser's New Rules for Estate, Retirement, and Tax Planning, 5th Edition PDF

JK Lasser's New Rules for Estate, Retirement, and Tax Planning, 5th Edition PDF

JK Lasser's New Rules for Estate, Retirement, and Tax Planning, 5th Edition PDF

JK Lasser's New Rules for Estate, Retirement, and Tax Planning, 5th Edition PDF