J.K. Lasser's New Rules for Estate, Retirement, and Tax Planning - 6th Edition by Stewart H Welch & J Winston Busby (Paperback)

About the Book

Book Synopsis

The popular handbook to estate planning, now updated for 2018

Since its first publication in 2002, New Rules for Estate, Retirement, and Tax Planning has sold more than 40,000 copies, providing a solid, accessible introduction to estate planning for any age or income bracket. Now in its sixth edition, Estate, Retirement, and Tax Planning continues this tradition, covering such topics as trusts, donations, life insurance, and wills in easy-to-understand language that offers valuable insights and solid strategies to help you preserve your wealth and plan your estate so that your assets go where you want with a minimum of taxes and government interference. This comprehensive guide answers such common questions as: How much do I need to retire comfortably? How do I protect my children's inheritance? How do I ensure planned donations are made after I'm gone? And many more.

The Sixth Edition is also fully updated to reflect changes following the 2018 Tax Cuts and Jobs Act, so that you can learn how new regulations could impact your inheritance and trusts. Other notable features include advice on working with elderly parents and introducing financial planning to children and teenagers, in addition to a list of professional advisers and a glossary of estate planning terms.

• Understand estate planning and obtain solid strategies for growing your wealth
• Explore asset protection and succession planning strategies
• Discover how recent updates to the tax code could affect you and your heirs
• Stay informed of any relevant law changes with an author-managed web site

Estate, Retirement, and Tax Planning contains a wealth of valuable information for any adult who needs help planning their financial future, from the established professional heading toward retirement, to the young adult looking to understand the basics. Wherever you are in your journey, use Estate, Retirement, and Tax Planning to ensure your legacy is protected.

From the Back Cover

BUSINESS & ECONOMICS/PERSONAL FINANCE/TAXATION

The updated bestseller on growing and protecting your wealth

You've worked hard your entire life and you've managed to accumulate assets. Don't let them go to taxes instead of the people and charities you love. This book helps you sidestep the minefield of confusion, assumptions, and misunderstanding to plan your financial future the way you want it, regardless of age or income level. 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 with information on retirement planning, trusts, charitable contributions, gifts, and wills.

This fully revised and updated sixth edition of New Rules for Estate, Retirement, and Tax Planning fully exposes how to keep your financial goals on track within The Tax Cuts and Jobs Act of 2017. Preserve your wealth and ensure your estate is managed to your wishes with the least possible taxes and government interference by:

• Gaining a foundation in how the latest tax reform law impacts your inheritance and trusts
• Implement time-proven strategies for growing and managing wealth
• Avoid the most common pitfalls of retirement planning, creating wills and trusts, philanthropic donations, and much more

About the Author

STEWART H. WELCH, III, AEP^(R), CFP^(R), is a nationally recognized, fee-only financial advisor. The author of six books, he is founder of The Welch Group, which manages in excess of $1 billion for a nationwide clientele.

J. WINSTON BUSBY, ESQ, LLM, counsels clients on tax and estate planning. He is co-author of the New Rules for Estate, Retirement, and Tax Planning, Fifth Edition, and writes regularly on income and transfer tax planning.