December 17, 2019 |
The Difference Between Trusts and Wills
Do you know how to decide whether or not you need a trust, a will, or both? Most people partner with an experienced estate planning ...
Learn MoreThe Difference Between Trusts and Wills
Do you know how to decide whether or not you need a trust, a will, or both? Most people partner with an experienced estate planning lawyer when putting together their strategy for their estate.
A lawyer can help you review existing estate planning documents and help you decide what assets will be passed through a trust versus your will.
Attorney Neel Shah recently shared the difference between a will and a trust with the Tribune. He says, “A will is like leaving your family a recipe to bake a cake after you’ve passed away.” In this analogy, someone in your family would have to go buy the ingredients to make the cake and prepare them in the right order.
Schedule a meeting with a member of our advisory team
Author: ron_rasco
December 16, 2019 |
Are You in The 66% Of Americans Who Don’t Have This Estate Planning Document?
Far too many Americans overlook the potential benefits of estate planning because they believe it’s too difficult, not necessary for their specific situation or too ...
Learn MoreDecember 11, 2019 |
Key Players in an Established Family Trust
Have you thought about using various estate planning strategies, such as a trust, to establish some level of control and clarity during your estate planning ...
Learn MoreDecember 10, 2019 |
What’s Your Big Purpose for Succession Planning?
If you own a company, you can’t afford to think just about the day to day. In fact, even planning ahead for your own company’s ...
Learn MoreDecember 9, 2019 |
Don’t Forget Your HIPAA Authorizations in Estate Planning
In the event that you become incapacitated, it will be important for anyone you have named as a power of attorney agent to be able ...
Learn MoreDecember 4, 2019 |
Are Your Retirement Plan Contributions Up to Par?
The end of the year will quickly be here upon us. Many people have already started their holiday planning, but you can’t afford to neglect ...
Learn MoreDecember 3, 2019 |
Leveraging Your Charitable Giving Before and After You Retire
There’s a good chance that if you’ve been active with philanthropy and charitable giving, that it’s been a part of your life for as long ...
Learn MoreDecember 2, 2019 |
Keep a Formal Will Even as Electronic Wills Are Coming
Most of your organization today is probably digitized. There’s a good chance you own a scanner and have taken every effort to store what you ...
Learn MoreNovember 26, 2019 |
Are You a Corporate Executive Without an Estate Plan in Place?
As a corporate executive you have plenty of things on your plate and you probably don’t want to think about adding anymore, but there are ...
Learn MoreNovember 25, 2019 |
Is DIY Elder Planning Dangerous?
If you’re looking for a plan to save money, elder law planning on your own might seem like an appealing option, even though the advantage ...
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
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>
