Apolinsky / Welch J.K. Lasser's New Rules for Estate and Tax Planning

1. Auflage 2002
ISBN: 978-0-471-23345-9
Verlag: John Wiley & Sons
Format: PDF
Kopierschutz: Adobe DRM (»Systemvoraussetzungen)

E-Book, Englisch, 304 Seiten, E-Book

Reihe: J.K. Lasser

Planning Your Estate Under the New Tax Law is Easy with J. K.Lasser
The Economic Growth and Tax Relief Reconciliation Act of 2001 willaffect numerous aspects of your financial life-none more importantthan how you plan your estate. This new tax law includes the firstmajor estate tax revision in over twenty years. Use J.K. Lasser'sNew Rules for Estate and Tax Planning to learn how the rules havechanged and what you can do now to effectively plan yourestate.
Learn what the new law means for you and your family, and find outhow to use it to keep what has taken a lifetime toaccumulate.
With this book, you'll understand:
* The repeal of the Estate Tax
* Wealth-transfer exemption
* How the new legislation will impact trusts and inheritances
* The role of wills, executors, guardianship, and trusts
* Treatment of charitable contributions
J.K. Lasser-Practical Guides for All Your Financial Needs
Please visit our Web site at www.jklasser.com

Autoren/Hrsg.

Apolinsky, Harold I.

Welch, Stewart H.

Über Autor(innen)

HAROLD APOLINSKY, ESQ., EPLS, is a board-certified estate planningattorney with the law firm Sirote & Permutt, PC, in Birmingham,Alabama. He is an adjunct professor of estate planning at theCumberland School of Law and previously taught at the University ofAlabama Law School.
STEWART H. WELCH III, CFP, AEP, is a nationally recognizedfinancial advisor who is widely quoted in the press. He has beenlisted as one of the top financial advisors in the country byseveral magazines including Worth, Mutual Funds magazine, andMedical Economics. Welch's company, The Welch Group LLC, is afee-only, wealth management advisory firm in Birmingham, Alabama.