Article-96221

March 27, 2019 |

Is It Safe to Use A Template for A Last Will and Testament?

Deciding to plan ahead for the future often begins with using a last will and testament, but a simple internet search might make it seem ...

Learn More
Article-96218

March 26, 2019 |

Unequal Gifting More Common, Study Says

Increasingly, clients are turning to estate planning lawyers to help with the process of gifting unequal shares or assets to their children. There are several ...

Learn More
Article-96215

March 25, 2019 |

Is Family Conflict Blocking Your Estate Planning?

Market volatility and the possibility of further estate tax reform all have many estate planning advisers prepared for sudden shifts in strategies, but those aren’t ...

Learn More
Article-96211

March 19, 2019 |

Are You Looking at Retirement Planning Backwards?

Retirement planning and estate planning should work hand in hand, and while plenty of people have admitted in recent studies that they don’t have the ...

Learn More
Article-96208

March 18, 2019 |

What Questions Should You Ask Before Selecting a Legal Guardian?

Most parents recognize that one of the most powerful aspects of putting together a will is establishing a legal guardian. This is the person who ...

Learn More
Article-96202

March 14, 2019 |

What Are the Advantages of Using Will Co-Executors?

Provided that you have selected co-executors or one or more individuals to serve in the same role can get along and cooperate, co-executors provide numerous ...

Learn More
Article-96199

March 13, 2019 |

How Can I Create A Power of Attorney?

Most people would first turn to an online process to assist with the drafting of a power of attorney, but this is not recommended. State ...

Learn More
Article-96205

March 12, 2019 |

Can I Remove a Trustee from a Family Trust?

There are many different reasons why you might wish to revoke a trustee’s powers. If you put together a family trust yourself, or if you ...

Learn More
Article-96195

March 6, 2019 |

How to Estate Plan with Gifts That Are Shared by More Than One Beneficiary

Occasionally, clients ask their estate planning attorneys about how to leave behind shared gifts. This is an especially common scenario if you wish to pass ...

Learn More
Article-96191

March 5, 2019 |

How Is A Living Trust Funded?

It’s important to remember that a living trust is only active and valid once it has become funded. The living trust becomes funded after the ...

Learn More

Browse our Archives

Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Payment Portal
for Tax and Accounting invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts

The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them

A family financial meeting can prepare adult children for future responsibilities without revealing every financial detail. Here are 10 things they should know before a crisis occurs. For many families, conversations about money happen only when circumstances force them to happen. A parent ...

<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Are You Paying Taxes Today That You Could Be Planning Around?

Proactive tax planning can help business owners and families identify tax-sensitive decisions before deadlines arrive. Explore six situations worth reviewing throughout the year. Tax planning is often associated with filing season. But ...

<p>The post Are You Paying Taxes Today That You Could Be Planning Around? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors

As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...

<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>