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

The essential handbook to estate planning, fully updated for2025 Since its first publication in 2002,New Rules for Estate, Retirement, and Tax Planning has sold more than 40,000 copies, providing a solid, accessible introduction to estate planning for any age or income bracket. Now in its seventh edition, New Rules forEstate, Retirement, and Tax Planning continues this tradition, coveringtaxes,trusts, donations, life insurance, and wills in easy-to-understand language that offers valuable insights and solid strategies to help you preserve your wealth and plan your estate so that your assets goto the people and groupsyou've selected. This comprehensive guide answersquestions like: How much do I need to retire comfortably? How do I protect my children's inheritance? How do I ensure planned donations are made after I'm gone? The Seventh Edition is fully updated to reflect the One Big Beautiful Bill Act of 2025 (OBBBA), whichcontainsthe most comprehensive changes to the tax code since 2017. You'll learn how the

and Tax Planning contains a wealth of valuable information for any adult who needs help planning their financial future, from the established professional heading toward retirement, to the young adult looking to understand the basics. Wherever you are in your journey,this book will help you grow, maintain, protect, and guide your legacy. [Publisher's Text]

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