Article-97568

January 7, 2021 |

Study Finds High Net Worth Individuals Preparing for Possible Tax Increases

  Tax increases on local or the state level could be levied against real estate in the near future. A new CNBC millionaires’ survey identified ...

Learn More
Article-118769

January 6, 2021 |

Irrevocable Trusts and Crummey Powers

If you created an irrevocable trust in 2020, you need to ensure that certain kinds of gifts that are made to the trustee to pay ...

Learn More
Article-118768

January 5, 2021 |

Tax Authorities Claim That Executors Undervalued Prince’s Estate

  Controversy was generated when pop singer Prince passed away without a will or any other estate plan in place. Calculations from the IRS indicated ...

Learn More
Article-97543

January 2, 2021 |

Who Should Serve as a Trustee?

Whether you choose to go with an irrevocable trust or a revocable trust, it’s important to think about the person who will be installed in ...

Learn More
Article-97539

December 30, 2020 |

How Do I Get Rid of a Timeshare as Part of Estate Planning?

If you are a New Jersey resident and also own property in a timeshare, you need to make sure this is accounted for in your ...

Learn More
Article-97513

December 23, 2020 |

Should You Create an Irrevocable Trust for Your Spouse?

Trusts are a popular estate planning strategy because they accomplish multiple goals at once, including privacy, greater layers of control and allowing for support to ...

Learn More
Article-97511

December 22, 2020 |

Is Now the Right Time to Use Your Lifetime Gift Exclusion?

If you currently own an asset that you anticipate is going to appreciate over the coming years, you may want to take advantage of exclusions ...

Learn More
Article-97501

December 17, 2020 |

What Is Portability as It Relates to My Estate?

The Tax Relief Unemployment Insurance Reauthorization and Job Creation Act was signed into law in December 2010. This made significant changes to federal estate taxes, ...

Learn More
Article-97505

December 16, 2020 |

What is a Charitable Lead Trust?

There are many different kinds of trusts and you might use one or more to accomplish the goals in your estate plan. Because trusts can ...

Learn More
Article-97503

December 16, 2020 |

Can I Reduce My Estate Taxes by Paying for Education Now?

If you are looking ahead to your future estate taxes and looking for a strategy to minimize them, a consultation with an estate planning lawyer ...

Learn More

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

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>