Navigate recent changes to tax and estate law with this gold-standard guide
Since its first publication in 2002, New Rules for Estate, Retirement, and Tax Planning has sold more than 40,000 copies, helping Americans at every income level build and protect their wealth. Now in its seventh edition, this trusted guide has been completely updated to reflect the groundbreaking changes under the One Big Beautiful Bill Act of 2025, the most significant tax legislation in a decade.
Whether you?re planning for retirement, protecting your family?s legacy, or navigating new tax breaks for tips, overtime, and Social Security, this book delivers practical strategies in plain English. You?ll discover how to:
Take advantage of the new $15 million estate tax exemption ($30 million for couples) to protect generational wealth
Leverage expanded deductions for mortgage interest, car loans, and charitable contributions
Maximize retirement savings and determine if you?re on track for a worry-free future
Utilize trusts effectively to protect assets, reduce taxes, and provide for heirs
Navigate business succession planning to keep your company or farm in the family
Protect your assets from lawsuits and creditors
