Post-Exit Planning Video 7-Volunteering, Living Healthier
Please join Wayne M. Zell, Esq. for this 7th of eight videos of Episode 6: Post-Exit Planning, which focuses on the new post-retirement paradigm, including volunteerism and living healthier. Continue reading
Primer on Estate Planning
This video provides guidance on basic estate planning.
Why You Need a Revocable Living Trust
This timeless video (from 2008) explains why you may need to use a revocable living trust in your estate planning.
Pre-Exit Planning Video 5-GRAT Example, Timing of planning
Please join Wayne M. Zell, Esq. for this 5th of nine videos of Episode 4: Planning the Exit, which has an example of pre-transaction planning using a GRAT, and focuses on timing of the transaction.. Continue reading
Estate/Gift Exemption and Exclusion Rise in 2018
The IRS has announced that the applicable exclusion amount (i.e., lifetime estate tax and gift tax exemption) and the GST lifetime exclusion amount have increased to $5.6 million per individual effective January 1, 2018. Also, the annual gift tax and GST tax annual gift exclusion will increase to $15,000 on January 1, 2018.
Niche Estate Planning for Digital Assets, pt. 5/5
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 5 of 5. This video focuses on niche-based strategies, with special emphasis on planning for digital assets. (Recorded on 10/19/16)
Niche Estate Planning, Special Needs Trusts and NFA Trusts, pt. 4/5
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 4 of 5. This video focuses on niche-based strategies, including continued discussion of special needs trusts and gun trusts (a/k/a NFA trusts). (Recorded on 10/19/16)
Niche Estate Planning, SNTs and Gun/NFA Trusts, pt. 3/5
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 3 of 5. This video focuses on niche-based strategies, including discussion of retirement trusts, special needs trusts and gun trusts (a/k/a NFA trusts). (Recorded on 10/19/16)