6th Edition by Welch III, Stewart H. (Author), J. Winston Busby (Author)
The popular handbook to estate planning, now updated for 2018
Since its first publication in 2002, New Rules for Estate, Retirement, and Tax Planning
has sold more than 40,000 copies, providing a solid, accessible
introduction to estate planning for any age or income bracket. Now in
its sixth edition, Estate, Retirement, and Tax Planning continues
this tradition, covering such topics as trusts, donations, life
insurance, and wills in easy-to-understand language that offers valuable
insights and solid strategies to help you preserve your wealth and plan
your estate so that your assets go where you want with a minimum of
taxes and government interference. This comprehensive guide answers such
common questions as: How much do I need to retire comfortably? How do I
protect my children’s inheritance? How do I ensure planned donations
are made after I’m gone? And many more.
The Sixth Edition is also
fully updated to reflect changes following the 2018 Tax Cuts and Jobs
Act, so that you can learn how new regulations could impact your
inheritance and trusts. Other notable features include advice on working
with elderly parents and introducing financial planning to children and
teenagers, in addition to a list of professional advisers and a
glossary of estate planning terms.
- Understand estate planning and obtain solid strategies for growing your wealth
- Explore asset protection and succession planning strategies
- Discover how recent updates to the tax code could affect you and your heirs
- Stay informed of any relevant law changes with an author-managed web site
Estate, Retirement, and Tax Planning contains
a wealth of valuable information for any adult who needs help planning
their financial future, from the established professional heading toward
retirement, to the young adult looking to understand the basics.
Wherever you are in your journey, use Estate, Retirement, and Tax Planning to ensure your legacy is protected.
