Same-Sex Marriages Have Same Rights as Opposite-Sex Marriages
On Friday, June 26, 2015, the Supreme Court ruled 5-4 that same-sex couples have the right to marry in all 50 states. The Court’s historic decision in Obergefell v. Hodges held…
Read MoreFavorable D.C. Estate Tax Changes!
Please listen to this podcast outlining the latest favorable D.C. estate tax law changes! If you need more info, please email me at wayne.zell@ofplaw.com. http://www.blueprintforwealth.org/wp-content/uploads/2015/03/DC-Estate-Tax-Changes-3.19.2015.mp3Podcast: Play in new window |…
Read MoreIn Case You Missed the Webinar…ABC’s of Successful Successor Trustees
In case you missed it, I have posted a recording of the Webinar – “ABC’s of Successfully Serving as Successor Trustees“.
Read MoreYou Need an Incapacity Plan that Works When It’s Needed
Estate planning is not only about having a plan in place to deal with what happens after a loved one’s death, it is also about having a plan in place…
Read MoreEstate Planning Tips for Childfree Individuals and Couples
By: Wayne Zell Childfree individuals or couples may face unique choices, decisions, and questions regarding their estate and financial planning. Along with buying a house and doing better than your…
Read MorePortability 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…
Read MoreWhat 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.…
Read MoreSeven 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…
Read MoreInherited IRA’s Not as Protected as Other Retirement Benefits
Adapted from the original article published in The Wealth Counselor on July 1, 2014 In a landmark, unanimous 9-0 decision handed down on June 12, 2014, the United States Supreme…
Read MoreEstate, Gift and GST Tax Proposals
In his recently released budget proposals, President Obama included may familiar challenges to advanced estate planning techniques as well as some new wrinkles designed to thwart creative planning for high…
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