The old estate planning myth is that people don’t need the help of a knowledgeable estate planning attorney until they have amassed significant wealth or are in their older years.
This is a myth because everyone can benefit from the process of going through estate planning and discussing options directly with an attorney. All too often people realize all too late that their loved ones have been left to suffer the consequences of failure to carry out estate planning.
New studies show that younger Americans are amassing more significant wealth, and this highlights the need for advanced estate planning services such as asset protection planning. Since 2014, a survey of American investors who had $25 million or more in their possession determined that the average dropped by over 11 years.
February 6, 2019 |
The old estate planning myth is that people don’t need the help of a knowledgeable estate planning attorney until they have amassed significant wealth or ...
Learn MoreFebruary 6, 2019 |
If you had just bought a new home and packed up all of your belongings to move, you wouldn’t just leave all of your furniture ...
Learn MoreFebruary 5, 2019 |
You might be able to include other assets outside traditional ones in your estate plan, including frequent flyer miles. Certain U.S. airlines will allow you ...
Learn MoreFebruary 4, 2019 |
Ancestor.com’s U.S. probate and wills collection provides vast details about what people in the past left behind to their loved ones. Some of the most ...
Learn MoreJanuary 30, 2019 |
If you’re like most individuals, you already know that estate planning is a good idea, but you might have put it off for one reason ...
Learn MoreJanuary 29, 2019 |
Probate is a very common legal procedure that many people think of as an expensive and complex process. For simplified estates, however, probate might be ...
Learn MoreJanuary 28, 2019 |
When you think of the process of estate planning, there are two likely instruments that pop into your mind; a trust and a will. Wills ...
Learn MoreJanuary 23, 2019 |
The probate process should run quickly and smoothly, but this is not always guaranteed and the leading reason why people choose to use estate planning ...
Learn MoreJanuary 22, 2019 |
Establishing someone as the executor of your will requires advanced planning and careful thought about whether or not this person is indeed comfortable to serve ...
Learn MoreJanuary 21, 2019 |
Perhaps you are a loved one of adult elderly parents who may be in need of nursing home support and assistance or perhaps you are ...
Learn MoreClick here to see how we
can be of assistance.
This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.
Connect with us on Social Media using the following buttons:
Listen in, Join the Conversation!
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>
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 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>
