Rating: 
Summary: A lifeboat in a sea of confusion and complexity
Review: An excellent resource for those who want objective advice and guidance on very complicated subjects. The authors take very technical concepts and explain them in plain language. The worksheets, checklists and diagrams are very helpful.
Rating:
Summary: A lifeboat in a sea of confusion and complexity
Review: An excellent resource for those who want objective advice and guidance on very complicated subjects. The authors take very technical concepts and explain them in plain language. The worksheets, checklists and diagrams are very helpful.
Rating:
Summary: Helpful Estate Planning Tips from A to Z
Review: I enjoyed Stewart Welch's first book on Estate Planning so much that I ordered 10 copies to give to clients and friends. I plan on doing the same for his second book, which is even more comprehensive and should be part of any investors' reference library.
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Summary: What you must know now about estate and tax planning
Review: 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:
Summary: What you must know now about estate and tax planning
Review: 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:
Summary: Keeping up to date
Review: 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.
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Summary: A valuable addition to any financial planning library
Review: 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.
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Summary: Great Advice from Two Great Minds-Easy to Read
Review: 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.
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Summary: confusion made simple
Review: This book does a wonderful job of making a difficult subject into an easy to understand reference guide for both professionals and individuals.
It is a how to guide for achieving a great plan for thoes who want to avoid the landmines in the tax code.
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Summary: A Great Find
Review: 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!
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