Harold I. Apolinsky & J. Winston Busby 
JK Lasser’s New Rules for Estate, Retirement, and Tax Planning 

Current, relevant estate, retirement and tax planning strategieswith expert insight and advice

JK Lasser’s New Rules for Estate, Retirement and Tax Planning 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.

Über den Autor

STEWART H. WELCH III, AEP, CFP¯®, is anationally recognized financial advisor who has served as Chair ofthe Disciplinary and Ethics Commission and as a member of the Boardof Directors of the Certified Financial Planner Board of Standards, Inc.

HAROLD I. APOLINSKY, ESQ., EPLS, is aboard-certified estate-planning attorney with the law firm Sirote& Permutt, PC in Birmingham, Alabama. He previously taughtestate planning at the Cumberland School of Law and the Universityof Alabama Law School.

J. WINSTON BUSBY, ESQ, LLM, is an attorneyat Sirote & Permutt, PC, focusing on tax and estate planning, income taxation of trusts and estates, succession planning, charitable giving techniques, and tax-exempt entities.

J.K. Lasser–Practical Guides for All Your Financial Needs Please visit our Web site at www.jklasser.com