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.
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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…
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Gift Tax Exemption: Plan Today for Upcoming Changes
Please click the link below to see important information on gift and estate tax law changes. https://www.pagnatokarp.com/irs-announces-no-clawback-of-gift-tax-exemption/
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Post-Exit Planning Video 8-Building a Family Legacy
Please join Wayne M. Zell, Esq. for this 8th of eight videos of Episode 6: Post-Exit Planning, which focuses on building a family legacy. (more…)
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Post-Exit Planning Video 6-New Retirement Options
Please join Wayne M. Zell, Esq. for this 6th of eight videos of Episode 6: Post-Exit Planning, which focuses on the new post-retirement paradigm, including discussion of job opportunities for…
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