How to Avoid Estate Planning Mistakes, part 4 of 4
Please join Wayne M. Zell, Esq. in this video presentation (part 4 of 4) of his Estate Planning Bootcamp for Financial Advisors, as he discusses the top 12 estate planning mistakes and…
Read MoreHow to Avoid Estate Planning Mistakes, part 3 of 4
Please join Wayne M. Zell, Esq. in this video presentation (part 3 of 4) of his Estate Planning Bootcamp for Financial Advisors, as he discusses the top 12 estate planning mistakes and…
Read MoreHow to Avoid Estate Planning Mistakes, part 2 of 4
Please join Wayne M. Zell, Esq. in this video presentation (part 2 of 4) of his Estate Planning Bootcamp for Financial Advisors, as he discusses the top 12 estate planning mistakes and…
Read MoreHow to Avoid Estate Planning Mistakes, part 1 of 4
Please join Wayne M. Zell, Esq. in this video presentation (part 1 of 4) of his Estate Planning Bootcamp for Financial Advisors, as he discusses the top 12 estate planning mistakes and…
Read MoreTrustee’s Duty to Account
The following is an excerpt from Wayne M. Zell’s “Blueprint for Wealth – Successor Trustee Manual” which can be purchased in the Books section of this blog. Before we go deeper…
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 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 MoreAl Behar of Wilmington Trust and Important Estate Planning Issues this Saturday on Blueprint for Wealth!
Please join Wayne Zell this Saturday, at 10am on February 2nd, for Blueprint for Wealth on 1500AM and 820AM. Wayne's special guest this week will be Al Behar, Vice President and…
Read MoreMark Friese, Vice President at Merrill Lynch and Merger & Acquisition Mistakes this Saturday on Blueprint for Wealth!
Please join Wayne Zell this Saturday, at 10am on January 26th, for Blueprint for Wealth on 1500AM and 820AM. Wayne's special guest this week will be Mark Friese, Vice President at…
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