Advanced Estate Planning, Asset Protection, pt. 2/8
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 2 of 8. This video continues discussion of asset protection…
Read MoreAdvanced 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,…
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 MoreAsset Protection Planning-Part 4-Business entities, trusts and case studies
Please listen to Part 4 of a four-part podcast by Wayne M. Zell, Esq. on Protecting Your Assets from Creditors and Predators. This final segment focuses on business entity planning, trusts and…
Read MoreAsset Protection Planning-Part 3-Insurance and Exemptions
Please listen to Part 3 of a four-part podcast by Wayne M. Zell, Esq. on Protecting Your Assets from Creditors and Predators. This segment emphasizes the importance of insurance in your asset…
Read MoreAsset Protection Planning-Part 2-When is it too late?
Please listen to Part 2 of a four-part podcast by Wayne M. Zell, Esq. on Protecting Your Assets from Creditors and Predators. This segment focuses on when a transfer by a debtor may…
Read MoreAsset Protection Planning-Part 1-Overview
Please listen to Part 1 of a four-part podcast by Wayne M. Zell, Esq. on Protecting Your Assets from Creditors and Predators. This segment provides and overview on who needs asset protection planning and…
Read MoreWayne Zell Speaks on Asset Protection Planning
On Saturday, June 13, 2015, Wayne M. Zell spoke to a packed house at the Cassaday & Company annual Retirement Symposium on Protecting Your Assets from Creditors and Predators. Podcasts…
Read MoreYou Have Been Named as Trustee for a Living Trust — Now What?
By Wayne M. Zell You have recently been named as trustee for the trust of a family member or for that of a close friend. What does this mean? What…
Read MorePortability and Married Couples: No Downside?
By Wayne M. Zell As a married couple, you need to know that portability laws and the opportunities that they create have significantly increased. No longer is the standard credit…
Read More