If you’ve already taken the step to consider creating a financial power of attorney, congratulations. This is an important part of your estate plan and your incapacity plan. Without a financial power of attorney someone in your family will have to go to court to request guardianship or conservatorship of you. 
In the event of an emergency, which is likely what triggered the need for a financial power of attorney in the first place, you do not want any added delays or frustrations for your loved ones. Creating a financial power of attorney names you as the principal of the document and another party that you choose as the agent. The agent is responsible for acting on your behalf if and when you need him or her to do so.
August 27, 2021 |
If you’ve already taken the step to consider creating a financial power of attorney, congratulations. This is an important part of your estate plan and ...
Learn MoreAugust 26, 2021 |
One important component of protecting your family is thinking about how to use life insurance beneficiaries. Beneficiaries are those people who are entitled to receive ...
Learn MoreAugust 24, 2021 |
Is your new college student headed off to campus this fall? If so, don’t neglect an important part of the prep process: a power of ...
Learn MoreAugust 23, 2021 |
Did you just start a new job or did you recently purchase private life insurance? If so, you probably came across the term “beneficiary” as ...
Learn MoreAugust 19, 2021 |
When creating a trust you have the opportunity to name someone else or a corporate entity to serve as a trustee. The trustee needs to ...
Learn MoreAugust 18, 2021 |
Trustees will be required to do some or all of the following tasks listed below based on the express terms outlined in the trust’s creation. ...
Learn MoreAugust 17, 2021 |
A trustee is appointed to manage the administration of a trust’s terms. This person also acts as a custodian for the assets held in a ...
Learn MoreAugust 11, 2021 |
Did you know that if you transfer certain assets in periods before applying for Medicaid due to low income that you might have to go ...
Learn MoreAugust 9, 2021 |
Yes, you can find power of attorney documents and templates online, but it is rarely in your best interest to use these in your business. ...
Learn MoreAugust 6, 2021 |
Value stocks, or those with low relative prices, have outperformed higher-priced growth stocks in the US over the long term. Similarly, the stocks of smaller ...
Learn MoreClick here to see how we
can be of assistance.
This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.
Connect with us on Social Media using the following buttons:
Listen in, Join the Conversation!
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>
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>
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>
