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).
Read MoreTax Bill-Estate and Gift Tax Changes
Taxpayers will have an $11,200,000 each for estate, gift tax, and generation-skipping tax exemption beginning January 1, 2018, which will rise with the Consumer Price Index each year thereafter. There were no…
Read MoreAdvanced Estate Planning, Charitable Planning Techniques, pt. 8/8
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 8 of 8. This video focuses on charitable planning techniques.…
Read MoreAdvanced Estate Planning Techniques, pt. 5/8
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 5 of 8. This video focuses on various tax planning…
Read MoreEstate Planning for Business Owners, Q&A session, pt. 7/7
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 7 of 7. This video contains a lively question and…
Read MoreEstate Planning for Business Owners, GRATs, ILITs and Non-Business Assets, pt. 6/7
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 6 of 7. This video focuses on the use of…
Read MoreUnderstanding Indexed Universal Life Insurance
Listen to Wayne M. Zell, Esq., discuss how indexed universal life insurance works and whether it is right for you. http://www.blueprintforwealth.org/wp-content/uploads/2015/11/Indexed-universal-life-insurance.mp3Podcast: Play in new window | Download | Embed
Read MorePremium Financing-Pros May Outweigh Cons
Listen to Wayne M. Zell, Esq., discuss the pros and cons of using premium financing for life insurance. This technique is particularly useful for high net worth individuals and for businesses…
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