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.
- 1 of 1 copy available at Evergreen Indiana.
0 current holds with 1 total copy.
Series InformationJ. 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||-|
- ISBN: 9781119559139
- ISBN: 1119559138
- Physical Description: xviii, 327 pages : illustrations ; 24 cm.
- Edition: Sixth edition.
- Publisher: Hoboken, New Jersey : John Wiley & Sons, 
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.
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|Subject:||Inheritance and transfer tax > Law and legislation > United States.
Estate planning > United States.
Retirement > United States > Planning.