December 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 ...
Learn MoreIs 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 that are available to you today.
Schedule a meeting with a member of our advisory team
Blog
December 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, ...
Learn MoreDecember 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 ...
Learn MoreDecember 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 ...
Learn MoreDecember 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 ...
Learn MoreDecember 15, 2020 |
How Much Tax Could Someone Above the Estate Tax Threshold Pay?
When you pass away, your estate could be taxed above certain thresholds established on an annual basis. This has risen to $11.7 million in 2021 ...
Learn MoreDecember 8, 2020 |
New Study Shows That Employees and Workers in America Are Stressed About Their Financial Future
A recent study completed by Greenwalt Research and the Employee Benefit Research Institute determined that employees are facing significant anxiety and stress when it comes ...
Learn MoreDecember 7, 2020 |
Three Things to Care About Within Your Estate Plan
You want to keep administration and tax costs as low as possible but there are other items that should be important to you as part ...
Learn MoreDecember 1, 2020 |
Does My Estate Plan Require Supplemental Care?
If a loved one has been diagnosed with a debilitating illness or dementia, there is a good chance that they will need care in a ...
Learn MoreNovember 20, 2020 |
What to Know About Estate Planning When There’s an Addict in Your Family
Having an addict in your family can be a very difficult situation and this can prompt numerous concerns around the process of estate planning and ...
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>
