August 30, 2019 |
What Can I Put in a Trust?
Not all assets belong in a trust, and knowing the difference can help you make the right choice for your assets. The easiest way to ...
Learn MoreWhat Can I Put in a Trust?
Not all assets belong in a trust, and knowing the difference can help you make the right choice for your assets. The easiest way to figure out whether or not a trust can help you is to sit down with your lawyer and make a list of all the assets you own.
There are several types of assets commonly transferred into trusts. These include: life insurance policies, antiques and collectibles, business interests, investments and money market accounts, deposits inside credit unions and banks, realy property, and stocks.
The trust is only formally set up when you take these assets and transfer them into the ownership of the trust itself. It is at this point that these assets are truly owned by the trust and under the management of the trustee you have chosen.
Schedule a meeting with a member of our advisory team
Blogs for August 2019
August 27, 2019 |
Are You Holding Your Estate Cards Close to Your Chest?
Planning ahead for potential incapacitation, Medicaid use, and estate planning all feel inherently personal. In fact, they hit so close to home that plenty of ...
Learn MoreAugust 27, 2019 |
Does A Pour-Over Will Really Offer Me Any Advantages?
You might have heard the term pour-over will while discussing the possibility of a revocable living trust with your estate planning lawyer. A living trust ...
Learn MoreAugust 26, 2019 |
Have You Made These Mistakes in Your Financial Powers of Attorney?
A power of attorney document is instrumental in outlining who is eligible to step in and manage your finances if you become unable to do ...
Learn MoreAugust 21, 2019 |
Does A Pour-Over Will Really Offer Me Any Advantages?
You might have heard the term pour-over will while discussing the possibility of a revocable living trust with your estate planning lawyer. A living trust ...
Learn MoreAugust 20, 2019 |
Knowing How Your Family Dynamics Can Influence Your Estate Plan
It’s been said that your estate plan is only as good as the agents associated with it. It’s important, for example, to have conversations around ...
Learn MoreAugust 19, 2019 |
Do You Know Where Your Estate Documents Are?
Nearly half of all Americans have no estate plan at all, so you’re to be commended if you’re ahead of that curve. But once you’ve ...
Learn MoreAugust 14, 2019 |
Study Shows That Women Have Different Goals When Planning Ahead For Their Future
Whether you’re married, single, or remarried, you’ve got to have an eye towards your own future as a female. Estate planning, financial planning, and asset ...
Learn MoreAugust 13, 2019 |
How to Reduce Financial Stress with Planning
Heading off into your financial future without a clear plan and goals is like setting sail without charting your course first. It’s one of the ...
Learn MoreAugust 12, 2019 |
What Do You Need to Know About Undue Influence?
The law enables you to use tools such as trusts and wills to accomplish your goals and provide for the people you care about either ...
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
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>
