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Item Information   Holdings     Summary     More Content       More by this author     Welch, Stewart H., author.     Subjects     Inheritance and transfer tax -- Law and legislation -- United States.     Estate planning -- United States.     Retirement -- United States -- Planning.     Browse Catalog     by author:      Welch, Stewart H., author.       by title:      J.K. Lasser's new ru...         MARC Display

J.K. Lasser's new rules for estate, retirement, and tax planning / Stewart H. Welch III, AEP, CFP ; J. Winston Busby, ESQ., LLM. by Welch, Stewart H., author. Hoboken, New Jersey : John Wiley & Sons, Inc., [2019] Subjects Inheritance and transfer tax -- Law and legislation -- United States.   Estate planning -- United States.   Retirement -- United States -- Planning. ISBN:  9781119559139 (paperback) : 1119559138 (paperback) : Description:  xviii, 327 pages : illustrations ; 24 cm Edition:  Sixth edition. Contents:  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. Requests:  0   Copy/Holding information Location Collection Call No. Status Due Date   Hawaii State Library Social Science & Philosophy 343.053 We Checked out 05/10/2024 Add Copy to MyList Kailua Public Library Adult Nonfiction 343.053 We Checked In   Add Copy to MyList Kailua-Kona Public Library Adult Nonfiction 343.053 We Checked out 05/21/2024 Add Copy to MyList Manoa Public Library Adult Nonfiction 343.053 We Checked In   Add Copy to MyList Waipahu Public Library Adult Nonfiction 343.053 We Checked out 05/21/2024 Add Copy to MyList

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