Month: January 2020

27 Trusts-#6 Charitable Lead Trusts with Wayne Zell

This video blog with Wayne Zell outlines the key features and functions of Charitable Lead Trusts. The CLT can reduce estate/gift taxes and fulfill charitable goals.

Read More

Fueling the Business

When you grow a business, you need to fuel it with funding and people. Wayne Zell focuses on some basic considerations when fueling your business for growth.

Read More

27 Trusts-#5 Charitable Remainder Trusts with Wayne Zell

Please join Wayne Zell for this video blog that explains briefly the advanced estate planning idea known as the charitable remainder trust.

Read More

Growing Your Business to the Next Level

In this video blog, Wayne Zell continues the Business Success(ion) series with a discussion of what it takes to grow your business to the next level.

Read More

27 Trusts-#4 Intentionally Defective Grantor Trusts with Wayne Zell

Please join Wayne Zell for this brief video blog of the advanced estate planning concept known as the “intentionally defective grantor trust”.

Read More

Choice of Entity with Wayne Zell

Please join Wayne Zell for a brief video blog overview of your choice of entity when starting a new business.    

Read More

27 Trusts-#3 Simple v. Complex Trusts with Wayne Zell

In this video blog, Wayne Zell explains the difference between simple and complex trusts.  

Read More

Business planning 101 with Wayne Zell

Please join Wayne Zell for this brief video blog on how important it is to start your business with a solid business plan.  

Read More

27 Trusts-#2 Irrevocable Trusts with Wayne Zell

In this video blog, Wayne Zell briefly explains what an irrevocable trust is and suggests how even an irrevocable trust can be changed. Please enjoy!  

Read More

Wayne Zell’s Updated Contact Info

Happy New Year to all of my friends, family, clients and contacts! If you need to reach me for your estate planning or business planning needs, please contact me here…

Read More