Blog

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”.

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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.    

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

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

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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.  

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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!  

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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…

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SECURE Act Changes Estate Planning for Retirement Assets

As my July 9th blog and December 21, 2019 blog indicated, the SECURE Act will negatively impact the ability to stretch IRA benefits in the future. For example, many of…

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Happy Holidays!

Happy Holidays to you and yours from Zell Law!  

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SECURE Act (Finally) Passes Senate!

The SECURE Act (see my July 9th Blog post) finally was passed by the Senate (as part of the spending bill) paving the way for President Trump’s signature. Sorry to…

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27 Trusts: #1 Revocable Trusts

Join Wayne Zell for this brief video blog on Revocable Trusts (1 of 27 trusts highlighted over the next 27 weeks).    

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