Estate Planning for Business Owners, Buy-Sell Agreements, pt. 2/7
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 2 of 7. This video focuses on business succession planning…
Read MoreEstate Planning for Business Owners, Beneficiary Planning, pt. 1/7
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 1 of 7. This video focuses on business succession planning…
Read MoreLegislation Introduced to Prevent Enactment of Valuation Rules
Sen. Marco Rubio (R-Fla.) and Rep. Warren Davidson (R-Ohio) reintroduced legislation to prevent the IRS from enacting its highly controversial estate valuation discount proposed regulations introduced in August 2016. The…
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,…
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 MoreAre You a Victim of Identity Theft? I am.
I recently learned from the IRS (via computer generated Form 5071C sent by “snail” mail) that I am the victim of identity theft. I guess I was one of the 464,000 individuals whose…
Read MoreNew Basic Estate Planning Available on Blueprint for Wealth
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 benefits…
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