Roth IRA’s May or May not Work in Paying for College
Watch out for this trap for the unwary in using a Roth IRA to pay for college.
Read MoreWayne Zell Speaks on Asset Protection Planning
On Saturday, June 13, 2015, Wayne M. Zell spoke to a packed house at the Cassaday & Company annual Retirement Symposium on Protecting Your Assets from Creditors and Predators. Podcasts…
Read MoreMore on Phantom Stock Plans
Here is a brief summary of the trending topic of phantom stock plans.
Read MoreTips on Raising Money for your Business
Looking for capital for your new business? Check out this article on Forbes.
Read MoreWill the Estate Tax be Repealed?
One law professor says that Estate Tax repeal is not possible until after the 2016 elections. I agree.
Read MoreFavorable D.C. Estate Tax Changes!
Please listen to this podcast outlining the latest favorable D.C. estate tax law changes! If you need more info, please email me at wayne.zell@ofplaw.com. http://www.blueprintforwealth.org/wp-content/uploads/2015/03/DC-Estate-Tax-Changes-3.19.2015.mp3Podcast: Play in new window |…
Read MoreTrustee’s Duty to Account
The following is an excerpt from Wayne M. Zell’s “Blueprint for Wealth – Successor Trustee Manual” which can be purchased in the Books section of this blog. Before we go deeper…
Read MoreIn Case You Missed the Webinar…ABC’s of Successful Successor Trustees
In case you missed it, I have posted a recording of the Webinar – “ABC’s of Successfully Serving as Successor Trustees“.
Read MoreYou Need an Incapacity Plan that Works When It’s Needed
Estate planning is not only about having a plan in place to deal with what happens after a loved one’s death, it is also about having a plan in place…
Read MoreA Primer on a Trustee’s Powers
The following is excerpted from Wayne M. Zell’s “Blueprint for Wealth – Successor Trustee Manual”. To purchase a copy of the manual, click here. A Trustee’s powers are dependent mainly on…
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