Category: Wills

Legal, Tax and Financial Implications of Corona Virus

We understand that you are concerned about the potential health impact of the coronavirus on yourself and your loved ones. While health issues are no doubt of paramount importance for…

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Primer on Estate Planning

This video provides guidance on basic estate planning.  

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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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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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