Month: February 2020

27 Trusts-#10 Minor’s Trusts with Wayne Zell

This video blog by Wayne Zell explains what a minor’s trust is.

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27 Trusts-#9 Special Needs Trusts

Wayne Zell discusses special needs trusts (aka supplemental needs trusts) and their use in helping those with disabilities.

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27 Trusts-#8 IRA Trusts with Wayne Zell

In this video blog, Wayne Zell summarizes the benefits and importance of IRA Beneficiary Trusts, particularly in light of changes made under the SECURE Act.

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27 Trusts-#7 Irrevocable Life Insurance Trusts with Wayne Zell

In this video blog, Wayne Zell outlines the benefits and challenges of using irrevocable life insurance trusts (ILITs).

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Managing Growth with Wayne Zell

This video blog with Wayne Zell outlines important considerations in managing growth in a growing business.

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