Answers the most common money questions faced by couples, and offers advice about setting up a joint savings plan, evaluating insurance needs, and reducing debts

10 Minute Guide to Personal Finance for Newlyweds (10 Minute Guides)

Business & Money

Welch III, Stewart H.

Personal Finance

Macmillan General* Reference

A complete guide to planning an estate under today's tax rules When 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. Experts Stewart Welch III, Harold Apolinsky, and Craig Stephens know this better than anyone else, and in the Third Edition of J.K. Lasser's New Rules for Estate and Tax Planning, they offer valuable advice and solid strategies to help you plan your estate under today's tax rules. Packed with up-to-the-minute facts, this practical resource covers essential issues; including how new legislation will impact inheritances and trusts, the do's and don't of gifting, retirement planning, and much more. <ul>
<li>Reflects the most recent changes in tax laws as applicable to estate taxation</li> <li>Offers useful planning with regard to trusts, charitable contributions, life insurance, and wills</li> <li>Outlines the best ways to preserve your wealth through proper planning strategies</li> </ul>
Filled with in-depth insights and expert advice, this book will show you how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.

JK Lasser's New Rules for Estate and Tax Planning

Apolinsky, Harold I.

Stephens, Craig M.

wiley

Planning Your Estate Under the New Tax Law is Easy with J. K. Lasser The Economic Growth and Tax Relief Reconciliation Act of 2001 will affect numerous aspects of your financial life-none more important than how you plan your estate. This new tax law includes the first major estate tax revision in over twenty years. Use J.K. Lasser's New Rules for Estate and Tax Planning to learn how the rules have changed and what you can do now to effectively plan your estate. Learn what the new law means for you and your family, and find out how to use it to keep what has taken a lifetime to accumulate. With this book, you'll understand: * The repeal of the Estate Tax * Wealth-transfer exemption * How the new legislation will impact trusts and inheritances * The role of wills, executors, guardianship, and trusts * Treatment of charitable contributions J.K. Lasser-Practical Guides for All Your Financial Needs Please visit our Web site at www.jklasser.com

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

Economics

Estate planning is an issue for almost all Americans largely because of increased pensions and inherited wealth. This book will provide planners, attorneys and accountants with a current, comprehensive guide to estate planning strategies. Wills, trusts, partnerships, property and special situations will be included.

Estate Planning for Baby Boomers and Retirees

Health, Fitness & Dieting

Everyone wants that perfect retirement but most will fall far short for any number of reasons. What if you could make up some of that lost ground? If you are a millennial or Gen Xer, there are so many small changes you can make that will have a huge impact for you at retirement. If you are a baby boomer or retiree there are many tricks and tips you can use to turn your retirement into an adventure worth living. You can create your own champagne retirement even if you're on a shoestring budget. Stewart Welch III and his colleagues use their combined hundreds of years of experience to present to you over one hundred tips to help you create a fun-filled retirement. His new guide has all the advice you need to make wise decisions now that will lead to great rewards years down the road. Or if you're already retired, it's time to break out the champagne and begin using these tips today! * buying or selling a car, * breaking the cycle of interest payments, * purchasing and maintaining a home, * the smartest investing strategy, * choosing the best financial planner, * tracking your spending, * best apps to save you money, * reviewing your will, * dealing with children and money, * your best Social Security strategy, * saving money on travel and leisure, * exploding your way out of credit card debt, * slashing insurance costs, and * planning for your retirement. Your golden years don't have to be something you dread but a new adventure to look forward to!

100 Tips for Creating a Champagne Retirement on a Shoestring Budget (Get Rich on Purpose(R))

The Welch Group, LLC

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. <ul>
<li>Understand estate planning and obtain solid strategies for growing your wealth</li> <li>Explore asset protection and succession planning strategies</li> <li>Discover how recent updates to the tax code could affect you and your heirs</li> <li>Stay informed of any relevant law changes with an author-managed web site</li> </ul>
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.

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

Busby, J. Winston

With advice on investing, saving, and money management, the latest edition of this popular guide expands on the habits and strategies that will bring financial success. The authors present succinct and complete information on knowing the wealth index, using the debt pyramid reduction program, hiring financial advisors, and more.

The Complete Idiot's Guide to Getting Rich, 3E

Waschka, Larry

Alpha

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Books by Welch III, Stewart H.