January 21, 2020 |
Have You Put Elder Law Planning Off?
It’s very easy to find other things to focus on in today’s modern life. Furthermore, it’s harder to fit elder law estate planning into your ...
Learn MoreHave You Put Elder Law Planning Off?
It’s very easy to find other things to focus on in today’s modern life. Furthermore, it’s harder to fit elder law estate planning into your overall schedule because it feels too far off into the future, too complicated or even too final.
Regardless of whatever objection you have about the prospect of doing your elder law estate planning, this could lead to unexpected and challenging results that will affect you and your loved ones.
One common pitfall of avoiding elder law planning is that your life savings might end up going towards nursing home costs, if you or your spouse have a sudden need for intensive nursing home care. Another challenge associated with failure to complete your elder law planning is seeing your assets go to people you didn’t intend to have them when you pass away.
Schedule a meeting with a member of our advisory team
Author: ron_rasco
January 14, 2020 |
I’m a Successor Trustee: What Does That Mean?
Has someone in your family informed you that you’re a successor trustee? Are you thinking you might never be needed in this role because the ...
Learn MoreJanuary 8, 2020 |
What You Need to Know About Collecting Inventory of Estate Property
A personal representative appointed to manage an estate or an executor named in the will by the person who passed away has many different responsibilities ...
Learn MoreJanuary 7, 2020 |
How Can I Avoid Probate or Go Through Limited Probate in New Jersey?
When a decedent’s debts are formally paid out and the property that is not otherwise distributed under the law is transferred to heirs and beneficiaries, ...
Learn MoreJanuary 6, 2020 |
Steps to Making Probate Faster In New Jersey
The court-supervised process that might be initiated after a person passes away is known as probate in New Jersey. While there are some situations that ...
Learn MoreJanuary 1, 2020 |
Is There a Capital Gains Tax on My Collection?
Have you remembered to include a personal collection of items in your estate planning? Whether it’s art, coins, stamps, or something else altogether, you’ll make ...
Learn MoreDecember 31, 2019 |
Don’t Lose Track of Assets in Your Estate
You might take steps to list everything you can inside your estate, but it’s still possible to leave items out. When you’re working to help ...
Learn MoreDecember 30, 2019 |
Got 2020 Financial Goals? Don’t Skip These
The end of the year is the perfect time for reflection. If this year didn’t add up to all you’d hoped it would be and ...
Learn MoreDecember 23, 2019 |
Is Talking About Estate Planning Going to Cause a Fight in Your Family?
Getting together for the holidays or to celebrate the new year gives you a great opportunity to reconnect with your loved ones. But if one ...
Learn MoreDecember 18, 2019 |
How Do I Break the News to My Kids That I’m Not Planning to Pass On Assets to Them?
Deciding to disinherit someone in your family is fraught with emotional considerations and concerns. Wondering whether or not you should inform the family member about ...
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
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>
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>
