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 MoreLife 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 with the help of an experienced estate planning lawyer is helpful for outlining what you intend to accomplish in the future. 
However, you should also engage other professionals, such as a CPA or financial planner to ensure that all of your plans are working together. Having a life insurance policy is the cornerstone of good financial protection. You probably assume that you don’t need life insurance until you have a family that you provide form and even then, sometimes life insurance does not come up on a person’s radar. However, there are four main reasons you want to consider purchasing a life insurance policy in conjunction with sitting down with an estate planning attorney to discuss your goals. These life milestones include;
Schedule a meeting with a member of our advisory team
Blog
December 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 MoreDecember 4, 2018 |
What Is Bunching of Charitable Contributions?
Since the new tax laws in place doubled the standard deduction to $12,000 for single tax payers and $24,000 for those married filing jointly, this ...
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
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>
When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors
As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...
<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
