What 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 MoreYuval Bar-Or Explains the Pillars of Wealth
Please join Wayne M. Zell, Esq., for his podcast interview of Dr. Yuval Bar-Or, who discusses his new book, Pillars of Wealth. The book focuses on providing high quality, nuanced education medical practitioners…
Read MoreWayne Zell to Speak at HighTower and Carr Workplaces This Week
On April 11, 2013, Wayne will be a keynote speaker at HighTower's 1st Annual Family Wealth Conference, originated by the Pagnato-Karp Group. He will be covering the changes in tax…
Read MoreLawrence Hoffman from Raffa and the Net Investment Income Tax Provisions this Saturday on Blueprint for Wealth!
Please join Wayne Zell this Saturday, at 10am on March 2nd, for Blueprint for Wealth on 1500AM and 820AM. Wayne's special guest this week will be Lawrence Hoffman, CPA/CFF, CVA, CFE…
Read MoreDavid Greene of Bernstein Global Wealth Management & Details on the American Taxpayer Relief Act of 2012 this Saturday on Blueprint for Wealth!
Please join Wayne Zell this Saturday, at 10am on February 9th, for Blueprint for Wealth on 1500AM and 820AM. Wayne's special guest this week will be David Greene, Vice President, Bernstein…
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