27 Trusts-#6 Charitable Lead Trusts with Wayne Zell
This video blog with Wayne Zell outlines the key features and functions of Charitable Lead Trusts. The CLT can reduce estate/gift taxes and fulfill charitable goals.
Read MoreFueling the Business
When you grow a business, you need to fuel it with funding and people. Wayne Zell focuses on some basic considerations when fueling your business for growth.
Read MoreChoice 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.
Read More
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…
Read More
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…
Read More
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…
Read More
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).
Read More
SPECIAL REPORT: How the SECURE Act will Affect Your IRA’s and Retirement Plans
While offering certain incentives to enhance retirement savings, proposed legislation known as the SECURE Act (the “Act”) would severely limit the use of stretch IRAs and cause many individuals to…
Read MoreAnatomy of an Acquisition Video 5-Data Gathering and Due Diligence
Please join Wayne M. Zell, Esq. for this 5th of ten videos of Episode 5: Anatomy of an Acquisition, which focuses on the data gathering and due diligence process in…
Read More