Why You Need a Revocable Living Trust
This timeless video (from 2008) explains why you may need to use a revocable living trust in your estate planning.
Read MorePre-Exit Planning Video 5-GRAT Example, Timing of planning
Please join Wayne M. Zell, Esq. for this 5th of nine videos of Episode 4: Planning the Exit, which has an example of pre-transaction planning using a GRAT, and focuses…
Read MoreEstate/Gift Exemption and Exclusion Rise in 2018
The IRS has announced that the applicable exclusion amount (i.e., lifetime estate tax and gift tax exemption) and the GST lifetime exclusion amount have increased to $5.6 million per individual…
Read MoreNiche Estate Planning for Digital Assets, pt. 5/5
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 5 of 5. This video focuses on niche-based strategies, with…
Read MoreNiche Estate Planning, Special Needs Trusts and NFA Trusts, pt. 4/5
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 4 of 5. This video focuses on niche-based strategies, including…
Read MoreNiche Estate Planning, SNTs and Gun/NFA Trusts, pt. 3/5
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 3 of 5. This video focuses on niche-based strategies, including…
Read MoreNiche Estate Planning Strategies, Overview, pt. 1/5
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 1 of 5. This video focuses on niche-based strategies, including an…
Read MoreGood News for New Jersey Residents!
At least on the estate planning front, there is good news for New Jersey residents! The New Jersey estate tax exemption, currently the lowest in the nation at $675,000 per…
Read MoreIRA Legacy Trusts and Retirement Planning
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors. This segment focuses on the use of IRA Legacy Trusts and planning for leaving…
Read MoreComprehensive IRA and Retirement Planning
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors. This segment focuses on titling assets as tenants by entirety, leaving a legacy,…
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