New PDF release: JK Lasser's New Rules for Estate Planning and Tax

By Stewart H. Welch III, Harold I. Apolinsky, J. Winston Busby

ISBN-10: 0471093424

ISBN-13: 9780471093428

ISBN-10: 0585392145

ISBN-13: 9780585392141

Making plans Your property below the hot Tax legislations is straightforward with J. ok. Lasser

The monetary progress and Tax aid Reconciliation Act of 2001 will have an effect on a number of elements of your monetary life–none extra very important than the way you plan your property. This new tax legislation contains the 1st significant property tax revision in over 20 years. Use J.K. Lasser’s New principles for property and Tax making plans to profit how the foundations have replaced and what you are able to do now to successfully plan your property.

Learn what the recent legislation potential for you and your loved ones, and how to use it to maintain what has taken an entire life to amass.

With this ebook, you’ll comprehend:

  • The repeal of the property Tax
  • Wealth-transfer exemption
  • How the recent laws will effect trusts and inheritances
  • The position of wills, executors, guardianship, and trusts
  • Treatment of charitable contributions


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Additional resources for JK Lasser's New Rules for Estate Planning and Tax

Sample text

Plan well and you can minimize costs, thus allowing more money to pass to your family. Your estate plan can also be used to provide assistance and help for members of your extended family. Consider carefully, for example, whether you may need to provide financial support for a parent, sibling, niece, or nephew. If the answer is yes or maybe, there may be solutions that also provide you with tax benefits. The ultimate benefit of a well-crafted estate plan is that it provides you with a compass for managing your finances.

Provide for significant portfolio growth, ultimately providing a legacy for your heirs or favorite charitable organizations. Sound impossible? Well read on! Growth Strategy with a Safety Net TM First, you determine how much annual income you need and multiply that number by the number of years that you want to protect your income. Be sure your annual withdrawal rate does not exceed your risk tolerance (see the section on withdrawal rates later in this chapter, page 50). Use the following scale: Conservative: 6–8 years Moderate: 4–5 years Aggressive: 2–3 years Next, add an amount of money that represents a generous emergency fund.

9 Year Tax Relief Act–2001 Applicable Exclusion Amount Phase-In Applicable Exclusion Amount Maximum Estate Tax Rate (%) 2001 $675,000 55 2002 $1,000,000 50 2003 $1,000,000 49 2004 $1,500,000 48 2005 $1,500,000 47 2006 $2,000,000 46 2007 $2,000,000 45 2008 $2,000,000 45 2009 $3,500,000 45 2010 Estate tax repealed 2011 1 $1,000,000 0 55 1 Tax Relief Act–2001 is automatically repealed unless Congress extends the law. 3 million and for certain transfers of appreciated property. Noncompliance will result in financial penalties.

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JK Lasser's New Rules for Estate Planning and Tax by Stewart H. Welch III, Harold I. Apolinsky, J. Winston Busby

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