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JK Lasser's New rules for estate, retirement, and tax planning / Stewart H. Welch III and J. Winston Busby

By: Contributor(s): Material type: TextTextPublication details: Hoboken, New Jersey : Wiley, c2019Edition: Sixth EditionDescription: 327 pages ; 23 cmISBN:
  • 9781119559139
Subject(s): LOC classification:
  • KF 6585 .W45 2019
Contents:
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.
Summary: 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.
Item type: Books
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Holdings
Item type Current library Home library Collection Call number Copy number Status Date due Barcode
Books Books National University - Manila LRC - Annex II General Circulation Management Accounting GC KF 6585 .W45 2019 (Browse shelf(Opens below)) c.1 Available NULIB000018604

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.

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