Category: Estate and Gift Tax

MJ Jacobsen, Vice President of Communications for National Geographic & Estate Planning in 2012

MJ Jacobsen, Vice President of Communications for National Geographic, joins Wayne Zell this Saturday, at 10am on December 3rd, on Blueprint for Wealth on 1500AM and 820AM.  MJ Jacobsen will discuss the mission…

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Listen to John Dedon this Saturday on Blueprint for Wealth!

Please join Wayne Zell this Saturday, at 10am on October 22, for Blueprint for Wealth on 1500 AM and 820AM.  Wayne's special guest this week will be his partner John Dedon,…

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Preview of October Washington Business Journal Article – Perfect Storm for Estate Planning

My October 2011 Washington Business Journal Article Discusses why now is the best time to transfer wealth to kids and grandkids. Continue reading "Perfect Storm for Estate Planning" >>

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Trade and Investment Activities in the United Kingdom and Charitable Lead Annuity Trusts

Please join Wayne Zell on Saturday, September 3 at 10am for Blueprint for Wealth on 1500AM (820AM), for an interview with Spencer Mahony, Regional Director in the South East United…

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Business Succession Planning

This brief video features Wayne Zell discussing business succession planning.  

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Steven Abramowitz Appears on This Week’s Blueprint for Wealth!

Please join Wayne Zell and his special guest, Steven Abramowitz, Director of Accelerent, this Saturday, 2/26/2011 at 10am on 1500AM and 820AM, for Blueprint for Wealth, as we explore Steven's…

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President’s Death Tax Proposals Change Landscape

President Obama introduced his budget proposals on Valentine’s Day, and has dampened the enthusiasm for many changes and opportunities enacted in the Tax Relief Act of 2010 (TRA 2010).   (more…)

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Asset Protection Update

Please listen to this weekend's (2/5/11) Blueprint for Wealth on 1500AM and 820AM at 10:30am to hear me discuss 2010 developments in asset protection planning. Specifically, I will tell you…

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Paying Death Taxes

This video is about paying death taxes.  

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