You 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 MoreA Primer on a Trustee’s Powers
The following is excerpted from Wayne M. Zell’s “Blueprint for Wealth – Successor Trustee Manual”. To purchase a copy of the manual, click here. A Trustee’s powers are dependent mainly on…
Read MoreABC’s of Successfully Serving as Successor Trustee
Join Wayne M. Zell, Esq. for a webinar on Feb 04, 2015 at 8:00 AM EST. Please register now by clicking on the link below! [Registration is closed] Your Successor…
Read MoreInherited IRA’s Not as Protected as Other Retirement Benefits
Adapted from the original article published in The Wealth Counselor on July 1, 2014 In a landmark, unanimous 9-0 decision handed down on June 12, 2014, the United States Supreme…
Read MoreDavid Greene of Bernstein Global Wealth Management & Details on the American Taxpayer Relief Act of 2012 this Saturday on Blueprint for Wealth!
Please join Wayne Zell this Saturday, at 10am on February 9th, for Blueprint for Wealth on 1500AM and 820AM. Wayne's special guest this week will be David Greene, Vice President, Bernstein…
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…
Read MoreKim Walsh-Phillips of IO Creative Group & the 2012 Tax Relief Act this Saturday on Blueprint for Wealth
Please join Wayne Zell this Saturday, at 10am on January 19th, for Blueprint for Wealth on 1500AM and 820AM. Wayne's special guest this week will be Kim Walsh-Phillips an award-winning speaker,…
Read MoreTax Provisions Scheduled to Expire-Take Action Now!
For the rest of 2012, every American can transfer up to $5.12 million free of federal gift, estate and generation-skipping transfer tax—and estate planners are doing everything they can to…
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