Harold I. Apolinsky & Stewart H. Welch 
J.K. Lasser’s New Rules for Estate and Tax Planning, Revised and Updated 

A complete guide to planning an estate under today’s tax
rules

When it comes to your estate–no matter how big or small it may
be–you shouldn’t leave anything to chance. Proper planning is
necessary to protect both your assets and your heirs. Estate
Planning Law Specialist Harold Apolinsky and expert financial
planner Stewart Welch III know this better than anyone else, and in
the Revised and Updated Edition of J.K. Lasser’s New Rules for
Estate and Tax Planning, they offer valuable advice and solid
strategies to help you plan your estate under today’s tax rules as
well as preserve your wealth. Packed with up-to-the-minute facts,
this practical resource covers important issues, such as:

* How new legislation will impact inheritances and trusts

* Estate and generation-skipping tax planning

* The role of wills, executors, and trusts

* Treatment of charitable contributions

* The do’s and don’ts of gifting

* Life insurance and retirement planning

Filled with in-depth insights and expert advice, this book will
show you how to efficiently arrange your estate today so that you
can leave more to those you care about tomorrow.

قائمة المحتويات

Acknowledgments.

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.

عن المؤلف

HAROLD APOLINSKY, Esq., EPLS, is a board-certified estate planning
attorney with the law firm Sirote & Permutt, PC, in Birmingham,
Alabama. He served for over twenty-five years as an adjunct
professor of estate planning at both the Cumberland School of Law
and The University of Alabama School of Law.

STEWART H. WELCH III, AEP, CFP®, is a nationally recognized
financial advisor who is widely quoted in the press. He has been
listed as one of the top financial advisors in the country by
several magazines, including Worth, and Medical Economics. Welch’s
company, The Welch Group, LLC, is a fee-only, wealth management
advisory firm in Birmingham, Alabama.