Estate Planning Bootcamp for Financial Advisors – Session 1, Part 6 [VIDEO]
This is the 6th of 6 videos from Session 1 (March 16, 2016) of Estate Planning Bootcamp for Financial Advisors: The Advisor’s Advantage. This session focuses on understanding the counseling issues involved in most estate plans, the elements of a typical will and living trust, and why all estate plans require asset management. In this session, Mr. Zell discusses who should be your IRA benefeciary and other questions.
For over 30 years, Wayne has counseled clients as an attorney, accountant, and business advisor in a wide range of industries, including technology and government contracting companies, as well as investors and investor groups, with a special emphasis on tax and business planning. His clients also include for-profit and non-profit executives, service providers, and high-net worth individuals.