ABC’s of Successfully Serving as Successor Trustee
Join Wayne M. Zell, Esq. for a webinar on Feb 04, 2015 at 8:00 AM EST. Please register now by clicking on the link below! [Registration is closed] Your Successor…
Read MoreYou Have Been Named as Trustee for a Living Trust — Now What?
By Wayne M. Zell You have recently been named as trustee for the trust of a family member or for that of a close friend. What does this mean? What…
Read MoreSuccessor Trustee Manual and Seminars!
***FOR CLIENTS ONLY!*** Will your Successor Trustees know what to do when you are gone? They will if they have the new Blueprint for Wealth Successor Trustee Manual! Wayne M.…
Read MoreEstate Planning Tips for Childfree Individuals and Couples
By: Wayne Zell Childfree individuals or couples may face unique choices, decisions, and questions regarding their estate and financial planning. Along with buying a house and doing better than your…
Read MoreBuy-sell Agreements
Now that you have your business succession plan in place, you will want to create an agreement that dictates what happens to the business and your ownership interest if you…
Read MoreBuy-Sell Agreements
Now that you have your business succession plan in place, you will want to create an agreement that dictates what happens to the business and your ownership interest if you…
Read MoreFive Steps to Business Succession Planning
You already may have resolved to create and monitor your business plan and develop a succession plan for your business. The first part of the resolution is fairly easy to achieve. After all,…
Read MorePortability and Married Couples: No Downside?
By Wayne M. Zell As a married couple, you need to know that portability laws and the opportunities that they create have significantly increased. No longer is the standard credit…
Read MoreWhat You Need to Know – How to Avoid a Basis Management Disaster
By Wayne M. Zell When it comes to estate planning, many people who set out with the best of intentions make a mess of the estate plan after the fact.…
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