JK Lasser's New rules for estate, retirement, and tax planning /
Welch, Stewart H.
JK Lasser's New rules for estate, retirement, and tax planning / Stewart H. Welch III and J. Winston Busby - Sixth Edition. - Hoboken, New Jersey : Wiley, c2019 - 327 pages ; 23 cm.
Includes index.
Introduction. -- 1. Tax Cut and Jobs Act of 2017 -- 2. Estate Planning: . -- 3. The Estate Tax System -- 4. Investment Strategies for Maximizing Estate Growth. -- 5. Retirement Planning -- 6. You Don't Have a Will? Big Trouble! -- 7. Where There's a Will, There's Your Way! -- 8. Using Trusts in Your Estate Plan. -- 9. Understanding the Living Trust. -- 10. Using Insurance in Your Estate Plan. -- 11. Smart Strategies for Gifting Assets to Family Members. -- 12. Strategic Planning with Charities. -- 13. Family Limited Partnerships. -- 14. Succession Planning for the Family Business or Farm. -- 15. Asset Protection Strategies. -- 16. Personal Business Planning Issues -- Epilogue: Dealing with Parents and Their Money.
A comprehensive guide to estate planning incorporates information about modern tax rules and covers a wide range of pertinent topics, including trusts, charitable contributions, gifts, life insurance, wills, and much more.
9781119559139
ESTATE PLANNING
KF 6585 .W45 2019
JK Lasser's New rules for estate, retirement, and tax planning / Stewart H. Welch III and J. Winston Busby - Sixth Edition. - Hoboken, New Jersey : Wiley, c2019 - 327 pages ; 23 cm.
Includes index.
Introduction. -- 1. Tax Cut and Jobs Act of 2017 -- 2. Estate Planning: . -- 3. The Estate Tax System -- 4. Investment Strategies for Maximizing Estate Growth. -- 5. Retirement Planning -- 6. You Don't Have a Will? Big Trouble! -- 7. Where There's a Will, There's Your Way! -- 8. Using Trusts in Your Estate Plan. -- 9. Understanding the Living Trust. -- 10. Using Insurance in Your Estate Plan. -- 11. Smart Strategies for Gifting Assets to Family Members. -- 12. Strategic Planning with Charities. -- 13. Family Limited Partnerships. -- 14. Succession Planning for the Family Business or Farm. -- 15. Asset Protection Strategies. -- 16. Personal Business Planning Issues -- Epilogue: Dealing with Parents and Their Money.
A comprehensive guide to estate planning incorporates information about modern tax rules and covers a wide range of pertinent topics, including trusts, charitable contributions, gifts, life insurance, wills, and much more.
9781119559139
ESTATE PLANNING
KF 6585 .W45 2019