December 27, 2018 |
What Are Your Goals for Creating an Estate Plan?
A conversation with an experienced estate planning lawyer will be much easier when you have your goals in mind before attending the meeting. Different people ...
Learn MoreWhat Are Your Goals for Creating an Estate Plan?
A conversation with an experienced estate planning lawyer will be much easier when you have your goals in mind before attending the meeting. Different people approach estate planning with their own individual goals and the more time you can take to reflect on these, the easier it will be to craft strategies and tactics in line with your unique concerns. 
Some of the most common reasons for creating an estate planning include:
Schedule a meeting with a member of our advisory team
Author: ron_rasco
December 26, 2018 |
Life Insurance Should Be Included as Part of Your Estate Plan
Life insurance can be a powerful planning tool when used in conjunction with the remainder of your estate plan. Having an estate plan put together ...
Learn MoreDecember 24, 2018 |
Trusts as An Estate Planning Strategy Are More Important Than Ever
So many changes in the estate and the gift tax rules mean that it’s more important than ever to contemplate estate planning strategies. Trusts matter ...
Learn MoreDecember 19, 2018 |
Questions to Ask Your Estate Planning Attorney
In a sit-down conversation with an estate planning lawyer, you will want to have a sense of confidence and comfort in this person who will ...
Learn MoreDecember 18, 2018 |
Don’t Leave Your Loved Ones Grappling with Lack of Information
Untangling all of the aspects of your estate can be daunting for you but it can be even worse for your loved ones. You may ...
Learn MoreDecember 17, 2018 |
Will the State Take Your Belongings If You Don’t Have an Estate Plan?
Unfortunately, plenty of people have not carried out the process of putting together an estate plan, assuming that they don’t need one or following some ...
Learn MoreDecember 12, 2018 |
Use Tax Planning to Reduce What You Owe
As we approach the end of the year, it’s a good opportunity to engage in the process of tax planning by speaking with your accountant ...
Learn MoreDecember 11, 2018 |
Yes, Your 18-Year-Old Needs Estate Planning
As a parent, it can be hard enough to look ahead to the future and consider that your child could be moving out of the ...
Learn MoreDecember 10, 2018 |
IRS Announces New Gift Tax for 2019 Estate Tax Limits
The IRS recently announced their 2019 details about gift tax and estate tax limits. The official limits for 2019 increased the individual estate and gift ...
Learn MoreDecember 5, 2018 |
What is the Role of a Will Executor in NJ?
Are you trying to decide who to appoint as your will executor in New Jersey? This important decision could have ripple effects for your entire ...
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>
