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

Submitted by Jon Freeman

The recently published 6th edition of J.K. Lasser’s New Rules for Estate, Retirement, and Tax Planning tries to provide a solid, accessible introduction to estate planning for any age or income bracket. The book covers such topics as trusts, donations, life insurance, and wills in language that is easy to understand. The book also provides 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 amount of government interference and taxes. This new 6th 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. The book includes advice on introducing financial planning to children and teenagers, and a glossary of estate planning terms. J.K. Lasser’s New Rules for Estate, Retirement, and Tax Planning contains a wealth of valuable information for any adult who needs help with estate planning and retirement, no matter where you are on your financial journey.

This well put together guide helps you answer such common questions as:

How much do I need to retire comfortably?
What can be done to try and make sure my legacy is protected?
How do I protect my children’s inheritance?
What can I do to try and make sure my assets go to the people of my choosing?
How do I ensure planned donations are made after I’m gone?

For more information on managing your money and finances feel free to take a look at the GCPL Personal Finance Guide.