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…
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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.
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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).
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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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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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Post-Exit Planning Video 8-Building a Family Legacy
Please join Wayne M. Zell, Esq. for this 8th of eight videos of Episode 6: Post-Exit Planning, which focuses on building a family legacy. (more…)
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Post-Exit Planning Video 7-Volunteering, Living Healthier
Please join Wayne M. Zell, Esq. for this 7th of eight videos of Episode 6: Post-Exit Planning, which focuses on the new post-retirement paradigm, including volunteerism and living healthier. (more…)
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Post-Exit Planning Video 6-New Retirement Options
Please join Wayne M. Zell, Esq. for this 6th of eight videos of Episode 6: Post-Exit Planning, which focuses on the new post-retirement paradigm, including discussion of job opportunities for…
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