 J.K. Lasser's New Rules for Estate and Tax Planning, Revised and Updated
ISBN: 978-0-471-70007-4
Paperback
304 pages
February 2005
US $18.95
 Add to Cart
This price is valid for United States. Change location to view local pricing and availability. Other Available Formats: Adobe E-Book
|
Instructors may request an evaluation copy for this title.
|
Introduction.
1. Tax Relief Act–2001, and Jobs and Growth Tax Act–2003: An Overview.
2. Estate Planning: You Need It—Here’s Why.
3. The Estate Tax System: How Much Are You Really Worth?
4. Investment Strategies for Maximizing Estate Growth.
5. Retire with Dignity: How Much Is Enough?
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.
Epilogue—Dealing with Parents and Their Money.
Appendix A—State-by-State Listing of Top Professional Advisors.
Appendix B—Estate Planning Terms.
Index.
