February 4, 2022 |
What Are the Benefits of Putting Life Insurance into A Trust?
A trust can be created to help manage asset transfer when you pass away in a streamlined and controlled manner. This prompts the question, should ...
Learn MoreWhat Are the Benefits of Putting Life Insurance into A Trust?
A trust can be created to help manage asset transfer when you pass away in a streamlined and controlled manner. This prompts the question, should you put your life insurance policy into a trust? Naming a living trust as a beneficiary of your life insurance policy does come with some disadvantages.
The benefits of going this route, however, are that it makes it easier for your loved ones to access this money because they do not have to go through probate and the funds are protected from creditors who might step forward during that probate process to try to claim pieces of the estate. 
Schedule a meeting with a member of our advisory team
Blog
February 4, 2022 |
The Impact of State Probate Rules on Self-Created Wills
Creating a will online or using a basic template might seem like the easiest route. After all, this is a task many people put off ...
Learn MoreFebruary 3, 2022 |
How to Reduce the Risk of Elder Fraud
The most targeted group for financial fraud is elderly individuals but studies show that they are also the least concerned about being scammed. Millions of ...
Learn MoreFebruary 2, 2022 |
How To Make Better Finances More Than Just a Resolution
Approaching the new year gives people plenty of opportunities to set resolutions for the 12 months ahead, but a great financial plan and ongoing financial ...
Learn MoreJanuary 31, 2022 |
Who Can Be a Beneficiary on My Transfer on Death Bank Account?
A transfer on death bank account is one way to provide assets relatively quickly to your loved ones after you pass away because your passing ...
Learn MoreJanuary 28, 2022 |
Who Keeps My Beneficiary Forms for My Retirement Plan?
When you create a retirement plan, you’ll need to establish beneficiaries for those assets when you pass away. These beneficiary designation forms are handled outside ...
Learn MoreJanuary 26, 2022 |
What To Know About Leaving Funeral Instructions
It might initially make sense to you that leaving behind instructions for your loved ones when it comes to your funeral plans with your will ...
Learn MoreJanuary 25, 2022 |
How Does My Loved One Claim Property Through a Transfer on Death Deed?
A transfer on death deed is a powerful tool for real estate planning purposes that allows your chosen beneficiary to receive access to a piece ...
Learn MoreJanuary 20, 2022 |
Younger Generation Takes on Estate Planning, Study Shows
A recent study identified that younger people have recognized the value of estate planning largely due to the impacts of the pandemic. If you or ...
Learn MoreJanuary 19, 2022 |
Do Spouses and Creditors Have Rights to a POD Bank Account?
A payable on death bank account is one way to enable someone to receive quick access to a bank account when you pass away. It ...
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
2026 Federal Tax Guidelines: Updated Brackets and Standard Deduction
The IRS released updated tax brackets and standard deduction amounts for the 2026 tax year. Learn how these changes may impact planning for individuals and families. Understanding the 2026 Federal Tax Updates Each year, the IRS adjusts key parts of the tax code ...
<p>The post 2026 Federal Tax Guidelines: Updated Brackets and Standard Deduction first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains
Explore five tax-aware strategies investors use to manage portfolio capital gains, including tax-loss harvesting, basis step-up planning, and trust strategies. Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains For many successful investors, managing capital gains taxes becomes increasingly important as portfolios grow and liquidity events ...
<p>The post Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You
Many people look forward to a tax refund, but is it actually a good financial outcome? Learn what a tax refund means and how to think about withholding and tax planning. Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You Each spring, millions of Americans eagerly await their tax refund. For many households, ...
<p>The post Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
