J.K. Lasser's new rules for estate, retirement, and tax planning : keep more today, leave more to your heirs tomorrow

"Fully updated to reflect new changes and legal updates ... this book offers ... planning advice for people of various ages and income levels, including information on retirement planning, trusts, charitable contributions, gifts, life insurance, and wills"--Amazon.com.;American Taxpayer Relief Act of 2012 -- Estate planning -- The estate tax system -- Investment strategies for maximizing estate growth -- Retirement planning: living your dream -- You don't have a will? Big trouble! -- Where there's a will, there's your way! -- Using trusts in your estate plan -- Understanding the living trust -- Using insurance in your estate plan -- Smart strategies for gifting assests to family members -- Strategic planning with charities -- Family limited partnerships -- Succession planning for the family business or farm -- Asset protection strategies -- Personal business planning issues. Current, relevant estate, retirement and tax planning strategieswith expert insight and advice JK Lasser's New Rules for Estate, Retirement and TaxPlanning is the authoritative guide to estate, retirement andtax planning, fully updated to reflect new changes and legalupdates. Written by some of the most recognized experts in thefield, this book offers useful planning advice for people ofvarious ages and income levels, including information on retirementplanning, trusts, charitable contributions, gifts, life insurance, and wills. In this guide, you'll find up-to-the-minute facts, valuable insight, and solid strategies to help you preserve yourwealth and plan your estate under current tax rules. The helpfulcompanion website provides spreadsheets, tools, and additionalreading to help you get organized, while the book's expert guidanceprovides the background information you need to prepareproperly. Estate planning is a complex topic, made even more complex byconstantly changing laws. Failing to plan properly can result inyour loved ones losing out on much of your hard-earned assets, andresearching the topic on your own can be a minefield ofassumptions, misunderstandings, and potential legal consequences. New Rules for Estate, Retirement and Tax Planning helps yousidestep the confusion, distilling the information down to what'srelevant and current. This practical resource covers a wealth ofimportant issues, including: -Estate planning, taxation, and investing for maximumgrowth -The role of wills, executors, and trusts, and how to treatcharitable contributions -Life insurance, retirement planning, Social Security claimingstrategies and the do's and don'ts of gifting -Business planning, including succession, asset protection, andfamily limited partnerships You've worked hard your entire life. You managed to accumulateassets. New Rules for Estate, Retirement and Tax Planningwill help you maximize the transfer of your assets to the peopleand charities you love rather than the federal government in theform of taxes Current, relevant estate, retirement and tax planning strategies with expert insight and advice JK Lasser's New Rules for Estate, Retirement and Tax Planning is the authoritative guide to estate, retirement and tax planning, fully updated to reflect new changes and legal updates. Written by some of the most recognized experts in the field, this book offers useful planning advice for people of various ages and income levels, including information on retirement planning, trusts, charitable contributions, gifts, life insurance, and wills. In this guide, you'll find up-to-the-minute facts, valuable insight, and solid strategies to help you preserve your wealth and plan your estate under current tax rules. The helpful companion website provides spreadsheets, tools, and additional reading to help you get organized, while the book's expert guidance provides the background information you need to prepare properly. Estate planning is a complex topic, made even more complex by constantly changing laws. Failing to plan properly can result in your loved ones losing out on much of your hard-earned assets, and researching the topic on your own can be a minefield of assumptions, misunderstandings, and potential legal consequences. New Rules for Estate, Retirement and Tax Planning helps you sidestep the confusion, distilling the information down to what's relevant and current. This practical resource covers a wealth of important issues, including: You've worked hard your entire life. You managed to accumulate assets. New Rules for Estate, Retirement and Tax Planning will help you maximize the transfer of your assets to the people and charities you love rather than the federal government in the form of taxes. Current, relevant estate, retirement and tax planning strategies with expert insight and advice JK Lasser's New Rules for Estate, Retirement and Tax Planning is the authoritative guide to estate, retirement and tax planning, fully updated to reflect new changes and legal updates. Written by some of the most recognized experts in the field, this book offers useful planning advice for people of various ages and income levels, including information on retirement planning, trusts, charitable contributions, gifts, life insurance, and wills. In this guide, you'll find up-to-the-minute facts, valuable insight, and solid strategies to help you preserve your wealth and plan your estate under current tax rules. The helpful companion website provides spreadsheets, tools, and additional reading to help you get organized, while the book's expert guidance provides the background... The EPUB format of this title may not be compatible for use on all handheld devices. Stewart H. Welch, Harold I. Apolinsky, J. Winston Busby. Includes Index.