Wills

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.

 

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

Even in Death Bin Laden Funds Terrorism

Osama Bin Laden sought to fund terrorism in life as well as in death.  For more on the terrorist’s last will and testament, see this article on WealthManagement.com.