27 Trusts-#4 Intentionally Defective Grantor Trusts with Wayne Zell
Please join Wayne Zell for this brief video blog of the advanced estate planning concept known as the “intentionally defective grantor trust”.
Read MoreChoice of Entity with Wayne Zell
Please join Wayne Zell for a brief video blog overview of your choice of entity when starting a new business.
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Business planning 101 with Wayne Zell
Please join Wayne Zell for this brief video blog on how important it is to start your business with a solid business plan.
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27 Trusts-#2 Irrevocable Trusts with Wayne Zell
In this video blog, Wayne Zell briefly explains what an irrevocable trust is and suggests how even an irrevocable trust can be changed. Please enjoy!
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Wayne Zell’s Updated Contact Info
Happy New Year to all of my friends, family, clients and contacts! If you need to reach me for your estate planning or business planning needs, please contact me here…
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SECURE Act Changes Estate Planning for Retirement Assets
As my July 9th blog and December 21, 2019 blog indicated, the SECURE Act will negatively impact the ability to stretch IRA benefits in the future. For example, many of…
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SECURE Act (Finally) Passes Senate!
The SECURE Act (see my July 9th Blog post) finally was passed by the Senate (as part of the spending bill) paving the way for President Trump’s signature. Sorry to…
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27 Trusts: #1 Revocable Trusts
Join Wayne Zell for this brief video blog on Revocable Trusts (1 of 27 trusts highlighted over the next 27 weeks).
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