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Wayne Zell
17 followers -
Helping clients realize their dreams of wealth and freedom
Helping clients realize their dreams of wealth and freedom

17 followers
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Enjoy this basic summary of estate planning!
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Great article for retirees contemplating a change of venue.
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Learn the basics about why you need to have a will, revocable trust, medical power of attorney and living will. You will also learn how to protect your assets from creditors, protections against incapacity, and guardianship and avoiding death taxes.

For more information please visit www.blueprintforwealth.org

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Blueprint for Wealth Successor Trustee Manual

Do you know that you could be held personally liable (out of your own pocket) for damages or losses to a Trust and its beneficiaries resulting from your failure to exercise your powers properly or to fulfill your duties as Trustee?  

Learn how to avoid the pitfalls with your copy.
http://goo.gl/0htgDi
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Blueprint for Wealth Successor Trustee Manual

This Manual is based upon our firm’s unique experience in handling hundreds of trust administrations after clients have passed. It contains nearly 100 pages chock-full of helpful, plain-English checklists and step-by-step procedures that will definitely prove invaluable to your Trustee, as well as help minimize potential legal fees, aggravation and anxiety! (For a quick glimpse of the Manual’s contents, please click on the store link below.)

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The Successor Trustee Manual is based upon our firm’s unique experience in handling thousands of trust administrations after clients have passed. It contains nearly 100 pages full of helpful, plain-English checklists and step-by-step procedures that will prove invaluable to your Trustees, as well as help minimize potential legal fees, aggravation and anxiety!

Available for purchase today at http://www.blueprintforwealth.org/proddetail-book.php?prod=STM-2014
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You have recently been named as trustee for the trust of a family member or for that of a close friend.  What does this mean?  What should you do to ensure that your loved one's wishes are carried out completely after their death?

My latest blog will provide you with some important insight and answers to your questions. 

BLOG - You Have Been Named as Trustee for a Living Trust — Now What? #estateplanning http://tinyurl.com/nq8bl5s 

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8 Employment Practice Tips for Your SmallBusiness

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