June 10, 2019 |
What Goes Into My Elder Law Plan?
Are you ready for retirement and beyond? People are living longer than ever these days, and that means you need a plan to help yourself ...
Learn MoreWhat Goes Into My Elder Law Plan?
Are you ready for retirement and beyond? People are living longer than ever these days, and that means you need a plan to help yourself or to enable loved ones to step in for action if you are unable to make decisions yourself.
A trust is one of the most critical documents in an elder law plan. This is a popular option because trusts avoid probate, unlike a will. Sometimes you might turn to your lawyer to help with an asset protection trust if you believe that your assets could be tapped by a creditor or if you believe that you could need Medicaid in the future.
If you’re worried that your children or grandchildren might get married to someone who has their eyes on the inheritance you’ll pass down, a trust is also a valuable tool for ensuring that your loved ones get the assets, not someone else.
Schedule a meeting with a member of our advisory team
Blog
June 5, 2019 |
What Does It Mean to Pay for Long Term Care with a Combination of Assets?
Most people haven’t set aside significant savings for the sole purpose of paying for their long term care but long term care expenses can have ...
Learn MoreJune 4, 2019 |
Does Medicare Pay for Long Term Care Expenses?
Far too many families find themselves in the position of realizing that Medicare doesn’t pay any or very little of the long term care expenses ...
Learn MoreJune 3, 2019 |
New Retirement Study Shows Importance of Getting Financial Help
A new study has found that the retirement savings rate significantly improves when employees and workers get help with the bigger picture of their financial ...
Learn MoreMay 31, 2019 |
How Can I Tell If A Will Was Revoked or Replaced?
Creating a last will and testament is an important component of estate planning, but it can also be one of the most confusing aspects of ...
Learn MoreMay 29, 2019 |
Preparing Your Online Accounts for What Happens When You Pass Away
If you’ve already taken the diligent step of getting your general estate plan in order, is it possible you have neglected your online accounts? Today ...
Learn MoreMay 28, 2019 |
Are You Falling for This LTC Myth?
Whether you’re concerned about your own health issues in older age or are now taking care of parents with issues, you might be under the ...
Learn MoreMay 22, 2019 |
I’m a Single Parent. What Do I Need to Know About Estate Planning?
Being a single parent puts you in a position of power and responsibility that makes it all the more important that you tick off those ...
Learn MoreMay 21, 2019 |
What is a Letter of Intent?
If you’ve ever thought about estate planning before or even put together some of the key documents, you might still have questions about how to ...
Learn MoreMay 20, 2019 |
Could My Loved One Bring a Will Challenge?
You start your estate planning process with the best of intentions, thinking carefully about who you want to include and what you’d like them to ...
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
How Do You Know When You Can Retire?
Retirement isn’t just about reaching a certain age—it’s about knowing your finances can support the life you want. Learn the key questions to ask before making the transition. How Do You Know When You Can Retire? For many people, retirement is one of life’s biggest milestones. ...
<p>The post How Do You Know When You Can Retire? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account
Understanding the rules for inherited IRAs is essential to avoiding costly mistakes. Learn the key differences between spouse and non-spouse beneficiaries, required distributions, and important planning considerations. An Individual Retirement Account (IRA) is often one of the ...
<p>The post Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End
Mid-year is the ideal time for business owners and high-net-worth families to review estate plans, tax strategies, retirement planning, and wealth transfer opportunities before year-end. As the calendar reaches its midpoint, many business owners and affluent families are focused on growing their businesses, managing investments, and enjoying the summer months. However, mid-year is also ...
<p>The post Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
