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Author
Series
Description
This book provides the information and encouragement you need to create an estate plan that's right for you. It shows you how to protect your property, provide for children, avoid probate and plan for incapacity. The information in this book will help you formulate your plan and will save you time and money, whether you create your own estate plan or go to a lawyer for assistance.
Author
Pub. Date
[2018]
Description
There are six interrelated segments to a complete financial plan: Cash & Budget Planning, Insurance & Risk Management, Tax Management, Retirement Planning, Investment Planning, and Estate Planning. What aspects of the financial plan require sophisticated planning by a professional, and what can savvy, well-educated consumers handle themselves? The Secrets of Successful Financial Planning empowers readers to take charge of their financial present and...
Author
Formats
Description
"How many retirees or those nearing retirement know about such Social Security options as file-and-suspend (apply for benefits and then don't take them)? Or start-stop-start (start benefits, stop them, then re-start them)? ... [This book] covers the most frequent benefit scenarios faced by married retired couples, by divorced retirees, by widows and widowers, among others. It explains what to do if you're a retired parent of dependent children, disabled,...
Author
Series
Pub. Date
2023.
Description
No one likes to pay taxes. And everyone hates paying more taxes than they need to. Yet, each year, Americans make billions of dollars in tax overpayments. In J.K. Lasser’s 1001 Deductions and Tax Breaks 2023: Your Complete Guide to Everything Deductible, expert attorney and small business advocate Barbara Weltman delivers a thorough and carefully researched explanation of the constantly changing tax laws as they apply to ordinary, taxpaying Americans.
The...
Author
Pub. Date
[2019]
Description
President Trump's new tax law is fully effective, and millions are finding out about the little-known "Trump Tax Loophole." This guide explains the new loophole and how taxpayers like you can save billions in taxes. With this loophole you can slash your personal taxes by an additional 20%! That's if you qualify--and many Americans do. This guide shows you how. The Trump Tax Cut is your guidebook to the biggest tax cut in history. In plain English,...
Author
Pub. Date
[2020]
Description
J.K. Lasser's Your Income Tax 2020 puts America's most trusted tax advice to work to help you with your 2019 tax return. Reader-friendly and easy to use, this book answers your most pressing questions to help you maximize your tax savings. You'll learn how the latest tax law and IRS changes apply to your specific situation, and you'll find expert advice on sheltering income, planning, claiming deductions, and more. New tax laws, IRS rulings, court...
Author
Pub. Date
2014.
Description
"From the #1 independent financial advisor in America, ranked three times by Barron's: a guide to making the most of your retirement plans and assuring long-term financial security. Everyone knows that saving for your retirement is important. Yet only half of all eligible Americans contribute to a retirement plan. That's because all plans--including the 401(k), 403(b), 457, and even the IRA--are complicated, confusing, and costly. New York Times...
8) Your living trust & estate plan: how to maximize your family's assets and protect your loved ones
Author
Pub. Date
2013.
Description
This revised fifth edition from estate-planning expert Harvey J. Platt details the most up-to-date strategies for using a living trust to create a flexible estate plan. Platt explains the latest tax laws, including the American Taxpayer Relief Act of 2012, the broadening of statutes for amending trusts, and the rule against perpetuities (RAP). Platt also addresses updates on many existing topics, including lifetime exemptions; the estate, gift, and...
9) Taxes
Author
Pub. Date
[2023]
Description
"How do we get new roads or fund our public schools? Taxes! The government adds a few cents onto the bill for your meal or tank of gas and puts the money to use for everybody. Learn all about the different types of taxes, the levels of government that collect them, how your tax dollars are spent, and more. It's key personal finance education made approachable for all!"--
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