Month: September 2014

Portability and Married Couples: No Downside?

By Wayne M. Zell As a married couple, you need to know that portability laws and the opportunities that they create have significantly increased. No longer is the standard credit…

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What You Need to Know – How to Avoid a Basis Management Disaster

By Wayne M. Zell When it comes to estate planning, many people who set out with the best of intentions make a mess of the estate plan after the fact.…

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Nancy Popovich Discusses The Wise Investor Group on Blueprint for Wealth

Please join Wayne M. Zell, Esq. for his interview of Nancy Popovich, Director of The Wise Investor Group, and her insight into the value investing approach taken by this popular wealth management firm. http://www.blueprintforwealth.org/wp-content/uploads/2014/09/Popovich-9.14.2014.mp3Podcast:…

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Seven Trust-Based Asset Protections Strategies for Your Estate

By Wayne Zell Asset protection planning is a powerful way to provide additional value to your estate. In this blog you will learn about seven trust-based asset protection strategies and…

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