J.K. Lasser's New Rules for Estate and Tax Planning

by Harold Apolinsky, Craig Stephens, Stewart H. Welch III

Book Overview

Revised EditionWhen 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.... This description may be from another edition of this product.

• Format: Paperback
• Language: English
• ISBN: 1118113551
• ISBN13: 9781118113554
• Release Date: October 2011
• Publisher: John Wiley & Sons
• Length: 267 Pages
• Weight: 0.90 lbs.
• Dimensions: 0.8" x 6.4" x 9.3"

Customer Reviews

Tax book.

I used to use Lassers all the time to help me do my taxes. However since Tax programs have been out I have used them. I thought it time to review some of the basics myself. I trust Lasser's guides.

A Great Find

What a great book! Everything you need to know about estate and tax planning in one easy to read book. This book is all you need! You can find what your looking for right away!

A valuable addition to any financial planning library

In guiding my clientele through the ever-changing maze of estate tax planning law, I have found JK Lasser's New Rules for Estate Planning and Tax to be an invaluable body of knowledge that I have referenced again and again. The easy-to-read layout allows quick focus on particular issues and topics that are presented in clear and concise laymen's terms.

Great Advice from Two Great Minds-Easy to Read

Let's face it. Keeping track of changing tax laws and estate laws isn't much fun. The new laws mean we must re-evaluate our financial situations. Where do you start? I'd recommend this book. Here's why: Harold Apolinsky is the single person most responsible for getting the estate tax repealed. Stewart Welch III handles the financial porfolios of the nation's wealthiest individuals. These two are a financial dynamic duo! You'll be getting the best information that's out there in a remarkably easy-to-read, logical, organized fashion. You don't have the read every page. Just skip to the topic you're interested in and Viola! begin digesting the contents. You'll appreciate the bullet points and short paragraphs. Though the subject is dry, the book is anything but. In my opinion, the best aspect of this book is that it focuses on the important stuff. Stewart and Harold tell parables or stories about what happens when one fails to plan. Then they take the time to walk you through all the questions you should ask yourself. I appreciated the way topics were discussed, followed by case examples to illustrate the point.The book is sold as a paperback--so you can easily read snippets of it while you take the commuter train to work, or while waiting at Johnny's baseball practice. The bottom line is that professional advice from these men would ordinarily cost hundreds of dollars. By reading this book, you can pick their brains for less than 20 bucks. This book would make a great gift to baby-boomers and young people alike. If you are not a do-it-yourselfer, Welch and Apolinsky supply a list of professional advisors. (Name, firm, phone number and E-mail).While the book is not a thriller, you'll be thrilled you read the wisdom contained in its pages.

Keeping up to date

If you're at all like me, you're hanging on by your finger tips trying to understand and/or keep up with the multiple nuances of estate and tax planning. This book is easily readable, and is written through the eyes of both a financial planner, and an estate planning attorney. There's no reason with a book like this why anyone can't keep a responsible eye on these personal matters. I strongly recommend this book.