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" >>
Read MoreBrian Kennedy from Cardinal Bank and President Obama’s American Jobs Act on Blueprint for Wealth
Please join Wayne Zell and John Dedon on Saturday, September 17th at 10am for Blueprint for Wealth on 1500AM (820AM), for their interview with Brian Kennedy from Cardinal Bank. In…
Read MoreLen Wolf is Special Guest on Blueprint for Wealth!
Please join Wayne Zell this Saturday, April 16th at 10:00am on 1500AM for Blueprint for Wealth! Segment 1 of the show will include a discussion on How To Divide Your Tangible Personal…
Read MoreBlueprint for Wealth Radio 2011
12/31/11: Segment 1: Claiming Residency & Domocile in Various States Segment 2: Dave Zangrilli, Esq., Odin Feldman & Pittleman, P.C. 12/24/11: Segment 1: Top 10 Planning Rules for Managing…
Read MoreEstate Planning Glossary
A Administrator The court appoints an administrator to settle the estate of a person who dies without a will or with a will that does not designate an executor.…
Read MoreBusiness Succession Planning
According to a recent national survey, 25-33 percent of family business shareholders who are nearing retirement haven’t completed any estate or succession planning other than writing a will. Some experts…
Read MoreFamily Limited Partnerships and Limited Liability Companies
The family limited partnership (LP) or limited liability company (LLC) is a gifting and asset protection vehicle that can enable someone to make gifts of units (or interests) to children…
Read MoreIrrevocable Non-Grantor Trusts
As an alternative to a sale of an appreciated asset to an intentionally defective grantor trust (IDGT) or a self-cancelling installment note, you could sell an appreciated asset to children…
Read MoreIntentionally Defective Grantor Trusts
Like a grantor retained annuity trust, an installment sale to a grantor trust may be an effective means for a individual to transfer part of the future income or appreciation from…
Read MoreGrantor Retained Annuity Trusts
A grantor retained annuity trust (GRAT) is a gifting vehicle that offers a way to shift future appreciation of property to others at a minimal gift tax cost. Under this…
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