JK Lasser's New Rules for Estate and Tax Planning

The J.K. Lasser brand is a genuine gold standard in consumer tax and financial guidance, and Stewart Welch's team — which includes an estate attorney and a tax advisor — covers the full landscape of wills, trusts, charitable giving, and generation-skipping strategies with authority and clarity. The 2011 edition means some specifics on exemption thresholds and legislative details are past their use-by date, so treat it as a conceptual foundation and verify current figures with a professional. Still one of the more credible general-audience estate-planning guides available.