Category: 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.  

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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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“.    

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