01.06.2021
Irrevocable Trusts and Crummey Powers
If you created an irrevocable trust in 2020, you need to ensure that certain kinds of gifts that are made to the trustee to pay …
Irrevocable Trusts and Crummey Powers
If you created an irrevocable trust in 2020, you need to ensure that certain kinds of gifts that are made to the trustee to pay premiums are kept up to date. One aspect of an irrevocable trust that this influences are known as Crummey powers or annual demand powers.
Schedule a meeting with a member of our advisory team
Blog
01.05.2021
Tax Authorities Claim That Executors Undervalued Prince’s Estate
Controversy was generated when pop singer Prince passed away without a will or any other estate plan in place. Calculations from the IRS indicated …
01.02.2021
Who Should Serve as a Trustee?
Whether you choose to go with an irrevocable trust or a revocable trust, it’s important to think about the person who will be installed in …
12.30.2020
How Do I Get Rid of a Timeshare as Part of Estate Planning?
If you are a New Jersey resident and also own property in a timeshare, you need to make sure this is accounted for in your …
12.23.2020
Should You Create an Irrevocable Trust for Your Spouse?
Trusts are a popular estate planning strategy because they accomplish multiple goals at once, including privacy, greater layers of control and allowing for support to …
12.22.2020
Is Now the Right Time to Use Your Lifetime Gift Exclusion?
If you currently own an asset that you anticipate is going to appreciate over the coming years, you may want to take advantage of exclusions …
12.17.2020
What Is Portability as It Relates to My Estate?
The Tax Relief Unemployment Insurance Reauthorization and Job Creation Act was signed into law in December 2010. This made significant changes to federal estate taxes, …
12.16.2020
What is a Charitable Lead Trust?
There are many different kinds of trusts and you might use one or more to accomplish the goals in your estate plan. Because trusts can …
12.16.2020
Can I Reduce My Estate Taxes by Paying for Education Now?
If you are looking ahead to your future estate taxes and looking for a strategy to minimize them, a consultation with an estate planning lawyer …
12.15.2020
Have You Planned for Your Invisible Estate?
Many people often make the mistake of assuming that their will controls the distribution of their full estate. It’s easy to forget that certain aspects …
Schedule your free Exploratory phone call
Click here to see how we
can be of assistance.
Careers/Open Positions
Explore all available job
listings and become a part of an amazing team.
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
Turning a Windfall Into a Lasting Legacy: Long Term Planning for Generational Wealth
From estate planning to values‑based giving, learn how to transform your windfall into wealth that endures across generations—and aligns with your deepest purpose. Windfalls are rare. Generational wealth is rarer still. For business owners, legacy‑minded families, or anyone who’s recently come into a substantial ...
<p>The post Turning a Windfall Into a Lasting Legacy: Long Term Planning for Generational Wealth first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Common Pitfalls After Unexpected Wealth—and How to Avoid Them
Discover the most frequent mistakes windfall recipients make—overspending, poor tax planning, emotional missteps—and learn how high‑net‑worth individuals can avoid them. A large, unexpected sum of money can feel like unlimited possibility. ...
<p>The post Common Pitfalls After Unexpected Wealth—and How to Avoid Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It
Learn how the new SALT deduction cap in the One Big Beautiful Bill may create a tax torpedo for high-income earners—and what strategic planning can help you avoid it. How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It The recently proposed One Big Beautiful Bill (OBBBA) introduces sweeping tax changes—none more significant ...
<p>The post How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
