January 1, 2016 |
A Shift in Tax Focus for Estate Planning
A shift has taken place in estate planning from saving on a state tax to avoiding capital gains taxes. With the federal estate tax exemption ...
Learn MoreA Shift in Tax Focus for Estate Planning
A shift has taken place in estate planning from saving on a state tax to avoiding capital gains taxes. With the federal estate tax exemption having been established at $5 million and now increase to $5.43 million per individual, it means that with portability, many spouses now are looking at a tax threshold of nearly $11 million and need not greatly worry. Only 0.12% of estates are likely to be taxed. 
This doesn’t mean that you should avoid important planning opportunities however, as you can benefit from thinking ahead and putting in place various strategies and tools to help maximize what you leave behind to your heirs.
Schedule a meeting with a member of our advisory team
Blog
December 31, 2015 |
Tips for Protecting Your Assets as You Age: Three Keys
The effects of aging, if not properly prepared for, can rob a person of their assets and rob heirs of their inheritance. According to recent ...
Learn MoreDecember 30, 2015 |
Trusts Enhance the Options of Business Succession Planning
Using a trust can place business succession in a well-controlled structure that, when done earlier than succession might actually occur, allow assets to grow within ...
Learn MoreDecember 29, 2015 |
Creating an Elder Abuse Profile Can Trigger Prevention
With persons over 50 possessing 70% of the wealth in the majority of families across the United States, family members and predators alike may attempt ...
Learn MoreDecember 28, 2015 |
Pets Are Precious Even in Estate Planning
The key in planning ahead for the well-being of your beloved pet is to find a caring organization or person and to candidly talk to ...
Learn MoreDecember 25, 2015 |
What is the Chan-Zuckerberg Initiative?
The just-announced Chan-Zuckerberg Initiative may change the face of high network giving, as rather than granting funds to an outside entity they acted to give ...
Learn MoreDecember 24, 2015 |
Asset Protection Tips for the Smaller Enterprise
Keeping in mind that doctors, business owners and real estate investors are most vulnerable to attacks on their assets, the goal for protection is to ...
Learn MoreDecember 23, 2015 |
Business Succession Planning is About More than a Check
Forbes Asia recently interviewed a fast food entrepreneur in Hong Kong who shared insights into business succession that are universally applicable. Although family businesses account ...
Learn MoreDecember 22, 2015 |
Watching the Costs of Elder Care
Part of prudent cost prevention lies in understanding the spectrum of health for seniors as well as the spectrum of costs. Home care of a ...
Learn MoreDecember 21, 2015 |
What Are The Estate Planning Complications for an Art Lover?
As art collections increase over time, they become more important in terms of estate value. They can also become more problematic if the heirs are ...
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>
