Probate and Estate Administration

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.


James Gandolfini’s Will Provides Estate Planning Lessons

Wayne M. Zell, Esq. discusses the last will and testament of the late actor, James Gandolfini, and the estate planning lessons we can learn from the former Sopranos boss.

Top 10 Estate Planning Myths

Wayne M. Zell, Esq. discusses the top 10 estate planning myths.

Revocable Trusts and Funding Your Trust

A revocable living trust or revocable trust is a form of "will substitute" that effectively can avoid the costly and very public probate process. The revocable living trust also serves as a receptacle for any assets that are not owned by the trust at your death, and may be the most significant document in your estate plan. If you are married, your trust may contain separate provisions for funding a so-called "credit bypass" trust (also known as a "Family Trust"), which will allow you to take advantage of the current lifetime exclusion from your estate of $5,000,000 (in 2011 and 2012). The trust also may provide for a separate "marital" deduction gift or trust to minimize taxation on the death of the first spouse.

Continue reading

Len Wolf is Special Guest on Blueprint for Wealth!

Please join Wayne Zell this Saturday, April 16th at 10:00am on 1500AM for Blueprint for Wealth!  Segment 1 of the show will include a discussion on How To Divide Your Tangible Personal Property in your estate planning, and Segment 2 will include special guest Len Wolf, CPA, founder and President… Continue reading

President’s Death Tax Proposals Change Landscape

President Obama introduced his budget proposals on Valentine’s Day, and has dampened the enthusiasm for many changes and opportunities enacted in the Tax Relief Act of 2010 (TRA 2010).  

Continue reading

Funeral Instructions


Paying Death Taxes

This video is about paying death taxes.




Strict Standards: Only variables should be assigned by reference in /home/bluepr23/public_html/wp-content/themes/zell/library/navigation.php on line 192