Basic Estate Planning

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)

Niche Estate Planning Strategies, Overview, pt. 1/5

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 1 of 5. This video focuses on niche-based strategies, including an overview of pet trusts, retirement trusts, special needs trusts, gun trusts and planning for digital… Continue reading

Good News for New Jersey Residents!

At least on the estate planning front, there is good news for New Jersey residents!  The New Jersey estate tax exemption, currently the lowest in the nation at $675,000 per person, will increase to $2 million after January 1, 2017, and then will be eliminated beginning in 2018. The… Continue reading

IRA Legacy Trusts and Retirement Planning

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors. This segment focuses on the use of IRA Legacy Trusts and planning for leaving a legacy properly with your retirement assets.  (Recorded 5/18/2016, Session 3 of 6, part… Continue reading