Revocable Trusts

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.

 

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

Estate Planning Bootcamp, Basic Estate Planning Reviewed

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, which first reviews the basics of estate planning.  In this segment, Mr. Zell focuses on the need for an estate planning team, avoiding intestacy, wills basics, powers of… Continue reading

Estate Planning Bootcamp for Financial Advisors – Session 1, Part 6

This is the 6th of 6 videos from Session 1 (March 16, 2016) of Wayne Zell‘s Estate Planning Bootcamp for Financial Advisors: The Advisor’s Advantage.  This session focuses on understanding the counseling issues involved in most estate plans, the elements of a typical… Continue reading

Estate Planning Bootcamp for Financial Advisors – Session 1, Part 5

This is the 5th of 6 videos from Session 1 (March 16, 2016) of Wayne Zell‘s Estate Planning Bootcamp for Financial Advisors: The Advisor’s Advantage.  This session focuses on understanding the counseling issues involved in most estate plans, the elements of a typical… Continue reading

Estate Planning Bootcamp for Financial Advisors – Session 1, Part 4

This is the 4th of 6 videos from Session 1 (March 16, 2016) of Wayne Zell‘s Estate Planning Bootcamp for Financial Advisors: The Advisor’s Advantage.  This session focuses on understanding the counseling issues involved in most estate plans, the elements of a typical… Continue reading

Estate Planning Bootcamp for Financial Advisors, Session 1, Part 3

This is the 3rd of 6 videos from Session 1 (March 16, 2016) of Wayne Zell‘s Estate Planning Bootcamp for Financial Advisors: The Advisor’s Advantage.  This session focuses on understanding the counseling issues involved in most estate plans, the elements of a typical… Continue reading

Estate Planning Bootcamp for Financial Advisors – Session 1, Part 2

This is the 2nd of 6 videos from Session 1 (March 16, 2016) of Wayne Zell‘s Estate Planning Bootcamp for Financial Advisors: The Advisor’s Advantage.  This session focuses on understanding the counseling issues involved in most estate plans, the elements of a typical… Continue reading

Estate Planning Bootcamp for Financial Advisors – Session 1, Part 1

This is the 1st of 6 videos from Session 1 (March 16, 2016) of Wayne Zell‘s Estate Planning Bootcamp for Financial Advisors: The Advisor’s Advantage.  This session focuses on understanding the counseling issues involved in most estate plans, the elements of a typical will… Continue reading

In Case You Missed the Webinar…ABC’s of Successful Successor Trustees

In case you missed it, I have posted a recording of the Webinar – “ABC’s of Successfully Serving as Successor Trustees“.