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J.K. Lasser's new rules for estate, retirement, and tax planning : keep more today, leave more to your heirs tomorrow / Stewart H. Welch III, AEP, CFP ; J. Winston Busby, ESQ., LLM.

Welch, Stewart H., (author.). Busby, J. Winston, (author.).
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Available copies

  • 1 of 1 copy available at Evergreen Indiana.

Current holds

0 current holds with 1 total copy.

Series Information

J. K. Lasser--practical guides for all your financial needs.
Location Call Number / Copy Notes Barcode Shelving Location Status Due Date
Plainfield-Guilford Twp PL - Plainfield 343.7305 Welch 2019 (Text) 31208913127173 non-fiction Available -

Record details

  • ISBN: 9781119559139
  • ISBN: 1119559138
  • Physical Description: xviii, 327 pages : illustrations ; 24 cm.
  • Edition: Sixth edition.
  • Publisher: Hoboken, New Jersey : John Wiley & Sons, [2019]

Content descriptions

General Note:
Includes index.
Subtitle from cover.
Formatted Contents Note:
Tax Cuts and Jobs Act of 2017 -- Estate planning -- The estate tax system -- Investment strategies for maximizing estate growth -- Retirement planning: living your dream -- You don't have a will? Big trouble! -- Where there's a will, there's your way! -- Using trusts in your estate plan -- Understanding the living trust -- Using insurance in your estate plan -- Smart strategies for gifting assests to family members -- Strategic planning with charities -- Family limited partnerships -- Succession planning for the family business or farm -- Asset protection strategies -- Personal business planning issues.
Subject: Inheritance and transfer tax > Law and legislation > United States.
Estate planning > United States.
Retirement > United States > Planning.

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