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JK Lasser's New rules for estate, retirement, and tax planning / Stewart H. Welch III and J. Winston Busby

By: Welch, Stewart H [author]Contributor(s): Busby, J. Winston [co-author]Material type: Text

TextPublication details: Hoboken, N.J. : Wiley, c2019Edition: Sixth EditionDescription: 327 pages ; 23 cmISBN: 9781119559139Subject(s): ESTATE PLANNINGLOC classification: KF 6585 .W45 2019

Contents:

Introduction. -- 1. Tax Cut and Jobs Act of 2017 -- 2. Estate Planning: . -- 3. The Estate Tax System -- 4. Investment Strategies for Maximizing Estate Growth. -- 5. Retirement Planning -- 6. You Don't Have a Will? Big Trouble! -- 7. Where There's a Will, There's Your Way! -- 8. Using Trusts in Your Estate Plan. -- 9. Understanding the Living Trust. -- 10. Using Insurance in Your Estate Plan. -- 11. Smart Strategies for Gifting Assets to Family Members. -- 12. Strategic Planning with Charities. -- 13. Family Limited Partnerships. -- 14. Succession Planning for the Family Business or Farm. -- 15. Asset Protection Strategies. -- 16. Personal Business Planning Issues -- Epilogue: Dealing with Parents and Their Money.

Summary: A comprehensive guide to estate planning incorporates information about modern tax rules and covers a wide range of pertinent topics, including trusts, charitable contributions, gifts, life insurance, wills, and much more.

Item type:

Books

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Item type	Current library	Home library	Collection	Shelving location	Call number	Copy number	Status	Date due	Barcode
Books	LRC - Annex II	National University - Manila	Management Accounting	General Circulation	GC KF 6585 .W45 2019 (Browse shelf (Opens below))	c.1	Available		NULIB000018604

Includes index.

Introduction. --
1. Tax Cut and Jobs Act of 2017 --
2. Estate Planning: . --
3. The Estate Tax System --
4. Investment Strategies for Maximizing Estate Growth. --
5. Retirement Planning --
6. You Don't Have a Will? Big Trouble! --
7. Where There's a Will, There's Your Way! --
8. Using Trusts in Your Estate Plan. --
9. Understanding the Living Trust. --
10. Using Insurance in Your Estate Plan. --
11. Smart Strategies for Gifting Assets to Family Members. --
12. Strategic Planning with Charities. --
13. Family Limited Partnerships. --
14. Succession Planning for the Family Business or Farm. --
15. Asset Protection Strategies. --
16. Personal Business Planning Issues --
Epilogue: Dealing with Parents and Their Money.

A comprehensive guide to estate planning incorporates information about modern tax rules and covers a wide range of pertinent topics, including trusts, charitable contributions, gifts, life insurance, wills, and much more.

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