Comments on: JK Lasser’s New Rules for Estate and Tax Planning

By: Donna Francavilla

Donna Francavilla — Sat, 06 Mar 2010 20:23:07 +0000

Let’s face it. Keeping track of changing tax laws and estate laws isn’t much fun. The new laws mean we must re-evaluate our financial situations. Where do you start? I’d recommend this book. Here’s why:

Harold Apolinsky is the single person most responsible for getting the estate tax repealed. Stewart Welch III handles the financial porfolios of the nation’s wealthiest individuals. These two are a financial dynamic duo!

You’ll be getting the best information that’s out there in a remarkably easy-to-read, logical, organized fashion. You don’t have the read every page. Just skip to the topic you’re interested in and Viola! begin digesting the contents. You’ll appreciate the bullet points and short paragraphs. Though the subject is dry, the book is anything but.

In my opinion, the best aspect of this book is that it focuses on the important stuff. Stewart and Harold tell parables or stories about what happens when one fails to plan. Then they take the time to walk you through all the questions you should ask yourself. I appreciated the way topics were discussed, followed by case examples to illustrate the point.

The book is sold as a paperback–so you can easily read snippets of it while you take the commuter train to work, or while waiting at Johnny’s baseball practice. The bottom line is that professional advice from these men would ordinarily cost hundreds of dollars. By reading this book, you can pick their brains for less than 20 bucks.

This book would make a great gift to baby-boomers and young people alike.

If you are not a do-it-yourselfer, Welch and Apolinsky supply a list of professional advisors. (Name, firm, phone number and E-mail).

While the book is not a thriller, you’ll be thrilled you read the wisdom contained in its pages.
Rating: 5 / 5

By: Larry Waschka

Larry Waschka — Sat, 06 Mar 2010 19:22:53 +0000

I would encourage every taxpayer in America to read this book. It examines what the new tax law means, not just what it says. Stewart Welch III and Harold Apolinsky have addressed the questions all of us are asking, and a few we may not have thought of yet. Who would have ever thought a book on tax law would be so enjoyable to read and easy to understand? I am grateful for these two experts’ wonderful resource and guide. Read it!
Rating: 5 / 5

By: Keith Cohn

Keith Cohn — Sat, 06 Mar 2010 17:16:37 +0000

If you’re at all like me, you’re hanging on by your finger tips trying to understand and/or keep up with the multiple nuances of estate and tax planning. This book is easily readable, and is written through the eyes of both a financial planner, and an estate planning attorney. There’s no reason with a book like this why anyone can’t keep a responsible eye on these personal matters. I strongly recommend this book.
Rating: 5 / 5

By: Jeanne Robinson, CFP

Jeanne Robinson, CFP — Sat, 06 Mar 2010 16:53:04 +0000

In guiding my clientele through the ever-changing maze of estate tax planning law, I have found JK Lasser’s New Rules for Estate Planning and Tax to be an invaluable body of knowledge that I have referenced again and again. The easy-to-read layout allows quick focus on particular issues and topics that are presented in clear and concise laymen’s terms.
Rating: 5 / 5

By: Ann Dunn

Ann Dunn — Sat, 06 Mar 2010 16:41:30 +0000

What a great book! Everything you need to know about estate and tax planning in one easy to read book. This book is all you need! You can find what your looking for right away!
Rating: 5 / 5