February 13, 2015 |
What Are the Responsibilities of A Successor Trustee?
When a trustee becomes incapacitated or passes away, a successor trustee takes their place. In addition to managing the duties held by the previous trustee, ...
Learn MoreWhat Are the Responsibilities of A Successor Trustee?
When a trustee becomes incapacitated or passes away, a successor trustee takes their place. In addition to managing the duties held by the previous trustee, the successor must also demonstrate proof of a certificate of trust or affidavit regarding their power over the trust. 
The successor trustee may carry on a range of responsibilities related to the trust, such as:
Schedule a meeting with a member of our advisory team
Author: ron_rasco
February 12, 2015 |
Why is Succession Planning a “Must” For Business Owners?
In the wake of the last recession and an increase in competition throughout many markets, businesses can do a lot for themselves by planning ahead ...
Learn MoreFebruary 11, 2015 |
Medicaid Qualification Mistakes: Spending Down Errors
When your loved one is preparing to enter a nursing home, you may do some research on your own or even consult with a financial ...
Learn MoreFebruary 10, 2015 |
Obama Suggests Ending “Step Up” For Capital Gains Tax
During the State of the Union address, Obama suggested a proposal to end the “step-up” provision for capital gains taxes. Although this would require the ...
Learn MoreFebruary 9, 2015 |
Robin Williams Estate Shows Importance of Detailed Planning
Susan Schneider, the widow of Robin Williams, is taking the children from Williams’ prior marriage to court, arguing that they have been removing property from ...
Learn MoreFebruary 6, 2015 |
Avoiding a Financial Catastrophe From a Failed Second Marriage
Second marriages can be rewarding and fulfilling, but they can also introduce a whole new spectrum of financial problems if they don’t work out. Thankfully, ...
Learn MoreFebruary 5, 2015 |
Family Business Owners Positive About Performance, Concerned About Succession Plans
A new study shows that the majority of families with a business don’t have a successor in place and that many parents are not even ...
Learn MoreFebruary 4, 2015 |
What is Medicaid Pre-Planning?
There are two main approaches to Medicaid planning. The first is known as crisis planning, where an individual is facing the risk of losing all ...
Learn MoreFebruary 3, 2015 |
The Single Parent’s Estate Planning Tips
Single parents have a lot on their plates, but skipping over estate planning and tax planning is a bad idea. Many people overestimate the amount ...
Learn MoreFebruary 2, 2015 |
Building Your Wealth? You May Need An Entity
As people grow their wealth, they often forget about the fact that it can be exposed to major risks if not planning properly. Some of ...
Learn MoreSchedule 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 Historical Advantage of Equities and Bonds Over Cash Has Been Greater Over Longer Holding Periods
An analysis of rolling periods from January 1970 through August 2026 illustrates how the historical return advantage of equities and bonds over cash has varied ...
<p>The post The Historical Advantage of Equities and Bonds Over Cash Has Been Greater Over Longer Holding Periods first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
October 2026 Tax Deadlines: What Individuals and Business Owners Should Know
October 15, 2026 is an important federal tax deadline for many individuals and corporations that requested extensions. Here’s what taxpayers should know as the deadline ...
<p>The post October 2026 Tax Deadlines: What Individuals and Business Owners Should Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Q3 2026 Quarterly Outlook: A Changing Fed, Persistent Inflation and What Investors Should Watch
Explore the Q3 2026 economic outlook, including persistent inflation, changing Federal Reserve policy, cooling labor conditions, geopolitical risks, and considerations for long-term investors. The third ...
<p>The post Q3 2026 Quarterly Outlook: A Changing Fed, Persistent Inflation and What Investors Should Watch first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
