J.K. Lasser's new rules for estate, retirement, and tax planning keep more today, leave more to your heirs tomorrow

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 traditi...

Full description

Main Authors: Welch, Stewart H. (Author), Busby, J. Winston (Author)
Format: Books Print Book
Language: English
Published: Hoboken, NJ : Wiley, [2019]
Edition: Sixth edition.
Series: J.K. Lasser--practical guides for all your financial needs.
Subjects:
Table of Contents:
  • 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.