Annotation
A complete guide to planning an estate under today's tax rules
When it comes to an estate (no matter how big or small it may be) nothing should be left to chance. Proper planning is necessary to protect 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 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 tax rules as well as preserve your wealth.
Packed with up-to-the-minute facts, this practical resource covers a wealth of important issues.
- Reveals how new legislation will impact inheritances and trusts and 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
Filled with in-depth insights and expert advice, this book will show how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.
Author Notes
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.