Welcome to Blueprint for Wealth!  I created this web site to help you and your friends, family and colleagues realize your personal dreams of wealth and freedom by providing you with educational content on legal developments in the areas of estate planning, tax planning and business planning.  The site contains articles, videos and podcasts of interest in each of these areas.  If you need legal advice or legal assistance, please call me at 703-218-2177 or email me at wayne.zell@ofplaw.com.  See Disclaimer.

Thank you for visiting and please enjoy the site!
Wayne Zell

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  • Estate Planning Bootcamp for Financial Advisors – Session 1, Part 6 This is the 6th of 6 videos from Session 1 (March 16, 2016) of Wayne Zell‘s Estate Planning Bootcamp for Financial Advisors: The Advisor’s Advantage.  This session focuses on understanding the counseling issues involved in most estate plans, the elements of a typical will and living trust, and why all estate plans require asset management. Read more
  • Estate Planning Bootcamp for Financial Advisors – Session 1, Part 5 This is the 5th of 6 videos from Session 1 (March 16, 2016) of Wayne Zell‘s Estate Planning Bootcamp for Financial Advisors: The Advisor’s Advantage.  This session focuses on understanding the counseling issues involved in most estate plans, the elements of a typical will and living trust, and why all estate plans require asset management. Read more
  • Estate Planning Bootcamp for Financial Advisors – Session 1, Part 4 This is the 4th of 6 videos from Session 1 (March 16, 2016) of Wayne Zell‘s Estate Planning Bootcamp for Financial Advisors: The Advisor’s Advantage.  This session focuses on understanding the counseling issues involved in most estate plans, the elements of a typical will and living trust, and why all estate plans require asset management. Read more
  • Estate Planning Bootcamp for Financial Advisors, Session 1, Part 3 This is the 3rd of 6 videos from Session 1 (March 16, 2016) of Wayne Zell‘s Estate Planning Bootcamp for Financial Advisors: The Advisor’s Advantage.  This session focuses on understanding the counseling issues involved in most estate plans, the elements of a typical will and living trust, and why all estate plans require asset management.   Read more
  • Estate Planning Bootcamp for Financial Advisors – Session 1, Part 2 This is the 2nd of 6 videos from Session 1 (March 16, 2016) of Wayne Zell‘s Estate Planning Bootcamp for Financial Advisors: The Advisor’s Advantage.  This session focuses on understanding the counseling issues involved in most estate plans, the elements of a typical will and living trust, and why all estate plans require asset management. Read more
  • Estate Planning Bootcamp for Financial Advisors – Session 1, Part 1 This is the 1st of 6 videos from Session 1 (March 16, 2016) of Wayne Zell‘s Estate Planning Bootcamp for Financial Advisors: The Advisor’s Advantage.  This session focuses on understanding the counseling issues involved in most estate plans, the elements of a typical will and living trust, and why all estate plans require asset management. Read more
  • Wayne Zell discusses the implications of using a robo advisor to develop an investment plan Please check out this article in Financial Advisor IQ, where Wayne Zell is quoted on the challenges and opportunities facing consumers and financial advisers when using robo advisers. Read more
  • New Blueprint for Wealth Podcast Interview of Private Access Founders Please join Wayne M. Zell in his latest podcast interview of Randy Domolky and Scott Schedler, Co-Founders of Private Access Network (PAN), a new accessible early stage investment alternative for accredited investors. http://www.blueprintforwealth.org/wp-content/uploads/2016/03/Pan-Podcast-3.23.2016.mp3Podcast: Play in new window | Download | Embed Read more
  • Even in Death Bin Laden Funds Terrorism Osama Bin Laden sought to fund terrorism in life as well as in death.  For more on the terrorist’s last will and testament, see this article on WealthManagement.com. Read more
  • CBS This Morning IRS Hacking Piece In case you missed it, Wayne Zell appeared on CBS This Morning to discuss his experience as a victim of identity theft resulting from the recent hack on the IRS database.  Here is a link to the video. Read more