November 29, 2016 |
Tips for Protecting Your Parents Assets from Taxes
It can be overwhelming and frustrating to deal with the grief process while also figuring out how to handle your parents’ estate. Thankfully there are ...
Learn MoreTips for Protecting Your Parents Assets from Taxes
It can be overwhelming and frustrating to deal with the grief process while also figuring out how to handle your parents’ estate. Thankfully there are numerous steps you can take in advance to help to maximize the money passed on to beneficiaries and minimize taxes. There are multiple different tax saving strategies that can help your older parents save money and limit the amount of taxes that are owed by their estate after they pass away.
Some of these are steps that you can take while others are steps that your parents should take with the help of an experienced financial professional. These include:
Ready 
to talk options? Set up a meeting with our NJ estate planning office today.
Schedule a meeting with a member of our advisory team
Blog
November 28, 2016 |
Getting Remarried? It’s Time to Update Your Estate Plan
Although there are many different things on your mind as you approach your big day and updating your estate plan may not be one of ...
Learn MoreNovember 23, 2016 |
January 1 Marks Phase-Out Beginning for Estate Tax in NJ
The New Jersey estate tax came under fire politically in this past year leading to an agreement to get rid of it entirely. Many people ...
Learn MoreNovember 22, 2016 |
The Dangers of an Unnecessary Complicated Estate Plan
It’s the holiday season, and that means that everyone is out and about grabbing gifts, food for their favorite recipes, and preparing for some time ...
Learn MoreNovember 21, 2016 |
Wealth Attrition and Family Business Basics
It’s often been called the Holy Grail of family business succession plans: anyone currently in charge at a company expects that someone within the family ...
Learn MoreNovember 17, 2016 |
Why Your Choice of Entity Matters for Business Succession & Tax Purposes
When you start your business, it’s easy to get overwhelmed with all the decisions you have to make, but this is no excuse for overlooking ...
Learn MoreNovember 16, 2016 |
Why You Need an Estate Planning System
Once and done is a common rallying cry for online sites that promise you a template-generated will. However, it’s a big mistake to look at ...
Learn MoreNovember 15, 2016 |
Year-End Planning and Trump’s Tax Plan: What You Need to Know
There’s always some concern during transition years that tax planning could be going through some major changes in the near future, prompting many to evaluate ...
Learn MoreNovember 14, 2016 |
Entrepreneur Estate Planning Tips
Many entrepreneurs have one thing in common: they tend to like to do everything by themselves, at least when the company is started. Over time, ...
Learn MoreNovember 10, 2016 |
What Trump’s Election Means for Wealth and Tax Planning
Now that Trump has been elected, it’s time to look forward to see what potential implications this has from a wealth and tax planning perspective. ...
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>
