Harold I. Apolinsky & Craig M. Stephens 
J.K. Lasser’s New Rules for Estate and Tax Planning 

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. Experts
Stewart Welch III, Harold Apolinsky, and Craig Stephens know this
better than anyone else, and in the Third 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. Packed with up-to-the-minute facts, this
practical resource covers essential issues; including how new
legislation will impact inheritances and trusts, the do’s and don’t
of gifting, retirement planning, and much more.

* Reflects the most recent changes in tax laws as applicable to
estate taxation

* Offers useful planning with regard to trusts, charitable
contributions, life insurance, and wills

* Outlines the best ways to preserve your wealth through proper
planning strategies

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.

About the author

STEWART H. WELCH III, AEP, CFP®, is a nationally
recognized financial advisor who is widely quoted in the press,
including Money magazine, Worth, and the Wall Street Journal. He
has appeared on CNN, CNBC, and Fox News. Welch’s company, The Welch
Group, LLC, is a fee-only, wealth management and financial advisory
firm serving wealthy families throughout the United States.

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.

CRAIG M. STEPHENS, Esq., LLM, is a tax attorney
specializing in estate planning and family business succession
planning. He is former president and board member of the local
chapter of the National Committee on Planned Giving. Stephens is
cochairman of his firm’s estate and trust planning practice group
at Sirote & Permutt, PC, in Birmingham, Alabama.