New Basic Estate Planning Video Available
To view the latest video by Wayne M. Zell, Esq., on Basic Estate Planning, please visit Blueprint for Wealth here and click on the first video link. The video explores the…
Read MoreSame-Sex Marriages Have Same Rights as Opposite-Sex Marriages
On Friday, June 26, 2015, the Supreme Court ruled 5-4 that same-sex couples have the right to marry in all 50 states. The Court’s historic decision in Obergefell v. Hodges held…
Read MoreRoth IRA’s May or May not Work in Paying for College
Watch out for this trap for the unwary in using a Roth IRA to pay for college.
Read MoreIn Case You Missed the Webinar…ABC’s of Successful Successor Trustees
In case you missed it, I have posted a recording of the Webinar – “ABC’s of Successfully Serving as Successor Trustees“.
Read MoreYou Need an Incapacity Plan that Works When It’s Needed
Estate planning is not only about having a plan in place to deal with what happens after a loved one’s death, it is also about having a plan in place…
Read MoreYou Have Been Named as Trustee for a Living Trust — Now What?
By Wayne M. Zell You have recently been named as trustee for the trust of a family member or for that of a close friend. What does this mean? What…
Read MorePortability 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 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…
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