Maryland to Increase Estate Tax Exemption
On March 20, the Maryland Senate voted to increase the lifetime estate tax exemption from $1 million per person gradually to match the federal exemption ($5.34 million in 2014). This…
Read MoreShort-term GRATs Provide Long-term Relief
“What’s a GRAT?”, you may ask. A grantor retained annuity trust, or GRAT for short, is a popular estate planning tool that assists in sheltering appreciating assets from the burdens…
Read MoreWayne Zell to Speak at HighTower and Carr Workplaces This Week
On April 11, 2013, Wayne will be a keynote speaker at HighTower's 1st Annual Family Wealth Conference, originated by the Pagnato-Karp Group. He will be covering the changes in tax…
Read MoreSequestration – What is it and Who is Affected?
With the specter of spending cuts looming imminently, many of my clients have been inquiring as to the origins and effects of this mysterious phenomenon known as "sequestration". You also…
Read MoreAl Behar of Wilmington Trust and Important Estate Planning Issues this Saturday on Blueprint for Wealth!
Please join Wayne Zell this Saturday, at 10am on February 2nd, for Blueprint for Wealth on 1500AM and 820AM. Wayne's special guest this week will be Al Behar, Vice President and…
Read MoreMark Friese, Vice President at Merrill Lynch and Merger & Acquisition Mistakes this Saturday on Blueprint for Wealth!
Please join Wayne Zell this Saturday, at 10am on January 26th, for Blueprint for Wealth on 1500AM and 820AM. Wayne's special guest this week will be Mark Friese, Vice President at…
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