2024

  • Clear All
  • CTA - Corporate Transparency Act UPDATE Photo
    CTA - Corporate Transparency Act UPDATE
    Zell Law, PLLC - Blueprint for Wealth ·
    The Corporate Transparency Act (CTA) faces legal challenges as the Fifth Circuit Court reinstates an injunction, putting reporting requirements on hold. Learn about the latest developments, court proceedings, and what businesses should do to prepare for potential enforcement.
    Read More

  • Who Tells the Doctor to Pull the Plug? Photo
    Who Tells the Doctor to Pull the Plug?
    Zell Law, PLLC ·
    Discover • What a healthcare agent is and why you need one • How to choose the right person to make medical decisions for you • The power and responsibilities of a healthcare agent Empower yourself with knowledge on healthcare proxies and advance directives
    Read More

  • How does an Intentionally Defective Grantor Trust (IDGT) work? Photo
    How does an Intentionally Defective Grantor Trust (IDGT) work?
    Zell Law, PLLC ·
    An Intentionally Defective Grantor Trust (IDGT) is a type of grantor trust, which means the grantor pays the income tax earned by the trust. When you hear the term “intentionally defective,” you may think the trust is broken or somehow ineffective. An IDGT is a trust that is “defective” only because it is ignored for income tax purposes. The IDGT is very effective by helping beneficiaries avoid gift and estate taxes.
    Read More

  • TAX ALERT: What will the estate and gift tax exclusions be in 2024, 2025? Photo
    TAX ALERT: What will the estate and gift tax exclusions be in 2024, 2025?
    Zell Law, PLLC ·
    What is an estate tax and a gift tax and how are they different? The federal estate tax applies to the transfer of property at death. The gift tax applies to transfers made while a person is living. The generation-skipping transfer (GST) tax is an additional tax on a transfer of property that skips one or more generations.
    Read More

  • 🚨 BREAKING NEWS: FTC's Non-Compete Ban Halted Nationwide! 🚨 Photo
    🚨 BREAKING NEWS: FTC's Non-Compete Ban Halted Nationwide! 🚨
    Zell Law, PLLC ·
    The U.S. District Court for the Northern District of Texas has struck down the Federal Trade Commission's (FTC) rule banning most non-compete agreements. This groundbreaking decision, effective August 20, 2024, has far-reaching implications for employers and employees across the United States.
    Read More

  • How Do I Pass My Business On To The Next Generation? Photo
    How Do I Pass My Business On To The Next Generation?
    Zell Law, PLLC - Blueprint for Wealth ·
    Passing on your business to the next generation by creating management (how your business will be managed if you are gone) and business succession plans (how your business will be owned) will help you get the most value for your business and hopefully, avoid hurting family and business partners. (Read more...)
    Read More

  • 7 Reasons to Hire an Experienced Estate Planning Attorney Photo
    7 Reasons to Hire an Experienced Estate Planning Attorney
    Zell Law, PLLC ·
    Discover when to avoid online estate planning tools and hire an attorney for your estate planning needs. This blog explores 7 key scenarios where hiring an experienced estate planning attorney is advisable, including complex family dynamics, significant assets, estate tax considerations, special needs beneficiaries, out-of-state or international assets, charitable giving, and concerns about will contests.
    Read More

  • How Does A Charitable Remainder Trust Work? Photo
    How Does A Charitable Remainder Trust Work?
    Zell Law, PLLC ·
    Of the various charitable planning techniques that people use either before or after an exit, one of the most popular techniques - particularly as interest rates rise - is known as the charitable remainder trust (CRT). In a CRT, you’re giving a portion of your business interest to a trust that ultimately, at the end of the term or your life expectancy, will be paid out to the charity.
    Read More