About this item

Current, relevant estate, retirement and tax planning strategies with expert insight and advice JK Lasser's New Rules for Estate, Retirement and Tax Planning is the authoritative guide to estate, retirement and tax planning, fully updated to reflect new changes and legal updates. Written by some of the most recognized experts in the field, this book offers useful planning advice for people of various ages and income levels, including information on retirement planning, trusts, charitable contributions, gifts, life insurance, and wills. In this guide, you'll find up-to-the-minute facts, valuable insight, and solid strategies to help you preserve your wealth and plan your estate under current tax rules. The helpful companion website provides spreadsheets, tools, and additional reading to help you get organized, while the book's expert guidance provides the background information you need to prepare properly.

About the Author

Stewart H. Welch III

Stewart H. Welch, III is from Birmingham, Alabama. In 1984 he founded the Welch Group, LLC which specializes in providing fee-only Wealth Management services to affluent healthcare professionals and retirees throughout the United States. He is also the Chairman of the Investment Committee. Money, Worth, Mutual Funds Magazine and Medical Economics have named him as one of the top financial advisors in the United States. Bloomberg Wealth Manager named The Welch Group, LLC one of the 150 top Wealth Management firms in the country. Mr. Welch has authored (or co-authored) four books: The Complete Idiot's Guide To Getting Rich (Alpha Books, NY, NY) ; J.K. Lasser's New Rules for Estate and Tax Planning (John Wiley & Sons, Inc., NY, NY) ; J.K. Lasser's Estate Planning for Baby Boomers and Retirees (Macmillan, USA) ; and 10 Minute Guide to Personal Finances for Newlyweds (Macmillan/Spectrum) . In addition, Mr. Welch is a financial columnist for The Birmingham News.

He has appeared on various TV and radio shows including CNN (NY) , Fox News Network (NY) , CNBC (NJ) and is often quoted in the national press including Wall Street Journal, Fortune, Money and The Street.com.

A Certified Financial Planner™ practitioner since 1983, Mr. Welch is a past member of the Board of Directors for the Certified Financial Planner Board of Standards Inc. He also has served on the Charles Schwab & Co., Inc. Institutional Advisory Board and as president of the Birmingham Estate Planning Council.

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