Latest / Payne Points of Wealth
Demystifying Estate Planning with Kelly Zerillo
In Episode of 211 of the Payne Points of Wealth, Bob, Ryan, Chris & Frankie sit down with top estate planner Kelly Zerillo to break down everything you need to know about putting together your estate documents in light of the Big Beautiful Act. Whether it's your first time drafting legal documents or you're looking to design a more sophisticated plan, this episode is packed with invaluable insights.
Kelly Zerillo, a seasoned expert in the trust and estates field, provides sophisticated estate planning and administration services to ultra-high net worth individuals, families, and business…
The skinny
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