January 1, 2018 |
Most Commonly Overlooked Aspects of Elder Law
Planning ahead for elder law is just as important as considering your estate and your retirement planning. Unfortunately, despite the fact that elder law has ...
Learn MoreMost Commonly Overlooked Aspects of Elder Law
Planning ahead for elder law is just as important as considering your estate and your retirement planning. Unfortunately, despite the fact that elder law has become more popular and widely practiced by attorneys in recent years due to the number of people nearing and reaching retirement, elder law mistakes can still be made that can compromise the integrity of your estate plan and make things more difficult for you or your children.
Some of the most common failings in elder law planning include not addressing any of the following issue, such as:
Schedule a meeting with a member of our advisory team
Blog
December 29, 2017 |
Do Teenagers Need Estate Plans?
An estate plan is something that most people think about as they near retirement or after they bring on a mortgage or have children. However, ...
Learn MoreDecember 28, 2017 |
Estate Planning Efficacy and The Impact of Dementia
Unfortunately, the aging population in the United States is becoming increasingly affected by dementia. Furthermore, family members who are seeking assistance on behalf of their ...
Learn MoreDecember 27, 2017 |
Should Married Couples Have Separate Wills?
You and your spouse might have the same intentions for your future estate planning, but there’s plenty of good reason to set aside your ...
Learn MoreDecember 26, 2017 |
What U.S. Citizens Living Abroad Should Know About Asset Transfers
In the process of international estate and trust planning, there are many different details that need to be addressed to maximize the financial health of ...
Learn MoreDecember 21, 2017 |
New Study Shows That Younger Caregivers Face Challenges
Many adult children are now looking to step in and help their elderly loved ones with managing illness or disability. This requires a lot of ...
Learn MoreDecember 20, 2017 |
Estate Planning and the Opioid Crisis
The opioid crisis has significantly affected many families across the country. The growing epidemic of addiction is also changing the need for estate planning. ...
Learn MoreDecember 19, 2017 |
The Value of Leaving a Structured Plan Behind for Your Children
Far too many people put off the estate planning process for way too long and end up leaving behind a mess for their children. ...
Learn MoreDecember 18, 2017 |
Making A Meaningful Gift to Your Child’s College Savings Fund
Passing things on to future generations is a common concern for many people interested in protecting their loved ones, but for a meaningful gift this ...
Learn MoreDecember 14, 2017 |
Top End of Life Documents You May Need
Most people already know that their last will and testament is the cornerstone of their financial and estate plan. However, many consumers don’t have ...
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 Financial Reality for Women After 65: Planning for Longevity, Income, and Legacy
Explore the unique financial challenges women face after age 65 and how coordinated tax, wealth, and estate planning can help support long-term security and legacy ...
<p>The post The Financial Reality for Women After 65: Planning for Longevity, Income, and Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Asset Allocation vs. Asset Location: What High-Net-Worth Families Need to Know
Learn the key differences between asset allocation and asset location and how each can play a role in building a more tax-aware, efficient investment strategy. ...
<p>The post Asset Allocation vs. Asset Location: What High-Net-Worth Families Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Understanding Qualified Personal Residence Trusts (QPRTs): A Strategic Approach to Transferring Wealth Through Real Estate
Learn how Qualified Personal Residence Trusts (QPRTs) can help transfer home appreciation to heirs and potentially reduce estate taxes as part of a broader wealth ...
<p>The post Understanding Qualified Personal Residence Trusts (QPRTs): A Strategic Approach to Transferring Wealth Through Real Estate first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
