U.S. families are increasingly opting to roll things together. In fact, data from a Pew Research Center analysis identified that 20% of the U.S. population lived in multi-generational homes. This brings about important concerns for estate planning. In some cases, this has to do with older children moving back in with their parents in order to make ends meet while carrying through their student loan payments.
Others may involve grandparents who are involved in providing childcare. No matter what your house looks like, including your loved ones in your estate planning and considering the structure of your family is important.
August 7, 2018 |
U.S. families are increasingly opting to roll things together. In fact, data from a Pew Research Center analysis identified that 20% of the U.S. population ...
Learn MoreAugust 6, 2018 |
Does your estate planning need to be difficult? It doesn’t, but that’s one of the main reasons why people put it off. You deserve to ...
Learn MoreAugust 2, 2018 |
Bankruptcy can play a role in asset protection planning but only when you have an attorney to help walk you through this. Bankruptcy, unfortunately, may ...
Learn MoreAugust 1, 2018 |
Adult children might want to shy away from having a conversation about finances with their parents, but plenty of research shows there are negative side ...
Learn MoreJuly 31, 2018 |
Do you have someone in your life who could be classified as a special needs beneficiary? If so, it is even more important that you ...
Learn MoreJuly 30, 2018 |
Are you thinking about using a will? It is one of the most important estate planning tools and yet is also one that is frequently ...
Learn MoreJuly 26, 2018 |
People are always looking for good reasons to put off the process of estate planning, but one of these shouldn’t be the current political climate ...
Learn MoreJuly 25, 2018 |
If you have a limited period of time or if you are concerned about accomplishing your estate planning tasks in a particular order, there are ...
Learn MoreJuly 24, 2018 |
A terminal or serious medical diagnosis can put a person in the position of realizing that they have far less time than expected to get ...
Learn MoreJuly 23, 2018 |
If you are thinking about the best way to protect yourself, regardless of the current political laws surrounding estate and tax planning, it’s a good ...
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>
