Book Description

From the Back Cover A complete guide to planning an estate under today's tax rules Regardless of size, when it comes to planning an estate nothing should be left to chance. Proper planning is essential for protecting 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 Fourth 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 ever-changing tax rules in order to preserve and maximize your wealth. Packed with up-to-the-minute facts and expert guidance, this practical and comprehensive resource: Reveals how new legislation will impact inheritances and trusts 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 An authoritative guide to estate planning from some of the most recognized experts in the field, this new edition is fully updated to reflect recent changes in the law. Filled with in-depth insights and excellent 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. Read more About the Author Stewart H. Welch III, AEP, CFP?, is a nationally recognized financial advisor who is widely quoted in the press including Money magazine, the Wall Street Journal, Worth, and many other publications. He 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. Mr. Welch's company, The Welch Group, is a fee-only money management and financial advisory firm in Birmingham, Alabama. 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. Craig M. Stephens, Esq., LLM, is co-chair of Sirote & Permutt, PC's Estates, Wills, and Trusts practice group in Birmingham, Alabama. His practice focuses on representing individuals in the estate planning process, with a focus on tax-minimization strategies. He is an adjunct professor of estate planning and estate and gift taxation at the Cumberland School of Law. Read more