March 15, 2021 |
How to Avoid a Trust
Asset protection, tax planning, or legacy control are just some of the numerous reasons why trusts can be used. However, the most common use for ...
Learn MoreHow to Avoid a Trust
Asset protection, tax planning, or legacy control are just some of the numerous reasons why trusts can be used. However, the most common use for a trust is to avoid probate, therefore allowing for an easier transition of assets. This is most likely accomplished using a revocable living trust.
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Blogs for March 2021
March 11, 2021 |
Two Things Every Qualified Retirement Plan and IRA Owner Should Do
In late 2019 Congress passed the Secure Act which represents some of the most significant changes to IRAs and qualified retirement plans since 2006. One ...
Learn MoreMarch 10, 2021 |
Is It Time to Clean Out the Family Filing Cabinet?
Keeping all of your key documents in one place makes it easier to grab these in the case of an emergency or find them ...
Learn MoreMarch 9, 2021 |
Is it safe to Create Online Will
An online will makes it simple to be under the impression that you can complete all of your estate planning in a matter of just ...
Learn MoreMarch 5, 2021 |
YOLO, Meme, and EMH: What’s Your Investment Style?
You only live once! Social media investors have banded together on unconventional platforms to drive up the prices of a handful of “meme stocks,” seemingly ...
Learn MoreMarch 3, 2021 |
Entrepreneurs Cannot Afford to Neglect Succession Planning
Starting a business is an exciting and sometimes overwhelming proposition. Founders of companies often spend years putting most of their focus, planning and attention in ...
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Recent Posts
Inflation, Uncertainty, and the Value of a Coordinated Advisory Team
Inflation affects more than your portfolio. Learn why coordinating your financial advisor, CPA, and estate planning attorney can help protect wealth, improve tax efficiency, and ...
<p>The post Inflation, Uncertainty, and the Value of a Coordinated Advisory Team first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Why Work With Omni360 Advisors? A Holistic Approach to Wealth, Business, and Legacy Planning
Discover how Omni360 Advisors helps business owners, executives, and multigenerational families navigate wealth management, business planning, tax strategy, and legacy planning through a coordinated advisory ...
<p>The post Why Work With Omni360 Advisors? A Holistic Approach to Wealth, Business, and Legacy Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Spousal Lifetime Access Trusts (SLATs): A Strategic Tool for Wealth Preservation and Family Flexibility
Learn how Spousal Lifetime Access Trusts (SLATs) can help families transfer wealth, reduce potential estate taxes, and maintain financial flexibility for future generations. For many ...
<p>The post Spousal Lifetime Access Trusts (SLATs): A Strategic Tool for Wealth Preservation and Family Flexibility first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
