May 31, 2019 |
How Can I Tell If A Will Was Revoked or Replaced?
Creating a last will and testament is an important component of estate planning, but it can also be one of the most confusing aspects of ...
Learn MoreHow Can I Tell If A Will Was Revoked or Replaced?
Creating a last will and testament is an important component of estate planning, but it can also be one of the most confusing aspects of probating or administering an estate.
A will does not expire but identifying different versions that replaced an older one or finding a will that at some point was revoked can be very important to heirs and beneficiaries.
Finding a binding and valid will years after another one was really created, could revoke certain provisions and lead to different estate circumstances.
Schedule a meeting with a member of our advisory team
Blogs for May 2019
May 29, 2019 |
Preparing Your Online Accounts for What Happens When You Pass Away
If you’ve already taken the diligent step of getting your general estate plan in order, is it possible you have neglected your online accounts? Today ...
Learn MoreMay 28, 2019 |
Are You Falling for This LTC Myth?
Whether you’re concerned about your own health issues in older age or are now taking care of parents with issues, you might be under the ...
Learn MoreMay 22, 2019 |
I’m a Single Parent. What Do I Need to Know About Estate Planning?
Being a single parent puts you in a position of power and responsibility that makes it all the more important that you tick off those ...
Learn MoreMay 21, 2019 |
What is a Letter of Intent?
If you’ve ever thought about estate planning before or even put together some of the key documents, you might still have questions about how to ...
Learn MoreMay 20, 2019 |
Could My Loved One Bring a Will Challenge?
You start your estate planning process with the best of intentions, thinking carefully about who you want to include and what you’d like them to ...
Learn MoreMay 14, 2019 |
Yes, Estate Planning is for You
For years, estate planning has been plagued by the perception that it’s only for the rich. As plenty of news stories show, even the rich ...
Learn MoreMay 13, 2019 |
Does a Will Distribute All of My Assets?
If you’ve printed out a basic will, signed it, stored it, and then forgotten about it, this could set your loved ones up for challenges ...
Learn MoreMay 9, 2019 |
Proposed IRA Stretch Law Which Could Cost You & Your Kids Lots of Money
Congress has a way of keeping things interesting, don’t they? HR 1994 is also known as the SECURE act. SECURE stands for “Setting Every Community ...
Learn MoreMay 8, 2019 |
Do I Need to Update My Will If I Move to A New State?
If you previously prepared a will in your old state of residence and it was valid there, it is most likely valid in your new ...
Learn MoreBrowse 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
What Happens When Your CPA, Financial Advisor, and Estate Planning Attorney Work as One Team?
Discover how an integrated team of tax, financial, and estate planning professionals can help business owners and families make more coordinated decisions, reduce complexity, and ...
<p>The post What Happens When Your CPA, Financial Advisor, and Estate Planning Attorney Work as One Team? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Why the Best Tax Planning Happens Before December
Tax planning is most effective before year-end. Learn how proactive strategies involving retirement contributions, charitable giving, capital gains, business deductions, and estate planning can help ...
<p>The post Why the Best Tax Planning Happens Before December first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Succession Isn’t Retirement: How Business Owners Can Build a Transition Plan That Protects Their Legacy
A successful business transition doesn’t happen by chance. Learn how succession planning helps business owners protect their legacy, preserve wealth, and prepare the next generation ...
<p>The post Succession Isn’t Retirement: How Business Owners Can Build a Transition Plan That Protects Their Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
