Blog – Blueprint for Wealth

Legal, Tax and Financial Implications of Corona Virus

We understand that you are concerned about the potential health impact of the coronavirus on yourself and your loved ones. While health issues are no doubt of paramount importance for…

27 Trusts-#10 Minor’s Trusts with Wayne Zell

This video blog by Wayne Zell explains what a minor’s trust is.

27 Trusts-#9 Special Needs Trusts

Wayne Zell discusses special needs trusts (aka supplemental needs trusts) and their use in helping those with disabilities.

27 Trusts-#8 IRA Trusts with Wayne Zell

In this video blog, Wayne Zell summarizes the benefits and importance of IRA Beneficiary Trusts, particularly in light of changes made under the SECURE Act.

27 Trusts-#7 Irrevocable Life Insurance Trusts with Wayne Zell

In this video blog, Wayne Zell outlines the benefits and challenges of using irrevocable life insurance trusts (ILITs).

Managing Growth with Wayne Zell

This video blog with Wayne Zell outlines important considerations in managing growth in a growing business.

27 Trusts-#6 Charitable Lead Trusts with Wayne Zell

This video blog with Wayne Zell outlines the key features and functions of Charitable Lead Trusts. The CLT can reduce estate/gift taxes and fulfill charitable goals.

Fueling the Business

When you grow a business, you need to fuel it with funding and people. Wayne Zell focuses on some basic considerations when fueling your business for growth.

27 Trusts-#5 Charitable Remainder Trusts with Wayne Zell

Please join Wayne Zell for this video blog that explains briefly the advanced estate planning idea known as the charitable remainder trust.

Growing Your Business to the Next Level

In this video blog, Wayne Zell continues the Business Success(ion) series with a discussion of what it takes to grow your business to the next level.