Advanced Estate Planning Essentials-Asset Protection Planning

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 1 of 8. This video focuses on asset protection planning, who needs it, and when it is too late to do asset protection planning.

 

Estate 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 answer session.

Estate 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 grantor retained annuity trusts (GRATs) and irrevocable life insurance trusts (ILITs) in estate planning for business owners.… Continue reading

Estate Planning for Business Owners, Business Succession Planning Process, pt. 5/7

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 5 of 7. This video continues discussion of management succession plans and provides a process for business succession planning.

Estate Planning for Business Owners, Management Succession Planning, pt. 4/7

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 4 of 7. This video focuses on the creation of management succession plans for a business.

Estate Planning for Business Owners, Buy-sell Agreements, pt. 3/7

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 3 of 7. This video continues discussion of buy-sell agreements.

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 and buy-sell agreements.

Next Business Success(ion) Planning Bootcamp: Planning for the Exit/Landing – June 21!

Please join Wayne Zell for the 4th Business Success(ion) Planning Bootcamp of 2017, Planning for the Exit/Landing, on June 21 at 7:30am at 1775 Wiehle Ave., S. 400, Reston, VA 20191. For more info and to sign up for the event, please click here.

Estate 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 and planning for beneficiaries and heirs.

 

Health Care Reform Dropped; Congress Turns to Tax Reform

House Republican leadership abruptly pulled the health care bill and will now turn to tax reform.  Not repealing the Affordable Care Act creates a major problem for tax reform efforts, because Republicans no longer have the billions in savings from stripping the Affordable Care Act’s taxes and subsidies.… Continue reading