Portability 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.…
Read MoreSeven Trust-Based Asset Protections Strategies for Your Estate
By Wayne Zell Asset protection planning is a powerful way to provide additional value to your estate. In this blog you will learn about seven trust-based asset protection strategies and…
Read MoreInherited IRA’s Not as Protected as Other Retirement Benefits
Adapted from the original article published in The Wealth Counselor on July 1, 2014 In a landmark, unanimous 9-0 decision handed down on June 12, 2014, the United States Supreme…
Read MoreDr. Richard Orlando Discusses New “Legacy” Book
Please listen to part two of Wayne Zell‘s interview with Dr. Richard Orlando as he discusses his popular new book, “LEGACY: The Hidden Keys to Optimizing Your Family Wealth Decisions” (January, 2014, $27.95 hardcover,…
Read MoreRichard Orlando Discusses Family Wealth Planning pt. 1
Please listen to Wayne Zell interview Dr. Richard Orlando as he discusses family wealth planning and his new book, “LEGACY: The Hidden Keys to Optimizing Your Family Wealth Decisions” (January,…
Read MoreJames Gandolfini’s Will Provides Estate Planning Lessons
Wayne M. Zell, Esq. discusses the last will and testament of the late actor, James Gandolfini, and the estate planning lessons we can learn from the former Sopranos boss. /wp-content/uploads/2014/04/BFW040114Gandolfinis-Will.mp3Podcast:…
Read MoreEstate, Gift and GST Tax Proposals
In his recently released budget proposals, President Obama included may familiar challenges to advanced estate planning techniques as well as some new wrinkles designed to thwart creative planning for high…
Read MoreMaryland to Increase Estate Tax Exemption
On March 20, the Maryland Senate voted to increase the lifetime estate tax exemption from $1 million per person gradually to match the federal exemption ($5.34 million in 2014). This…
Read MoreListen to Wayne Zell Discuss Business Transfer Techniques
Wayne Zell discusses business transfer techniques in this podcast originally broadcast on Federal News Radio on November 30th. /wp-content/uploads/2013/12/Business-Transfer-Techniques-11.30.13.mp3Podcast: Play in new window | Download | Embed
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