April 8, 2020 |
Do You Really Need A Planner for an Estate?
Whether you are thinking about your investments and your retirement or how your estate plan answers many of your most common goals, you need assistance ...
Learn MoreDo You Really Need A Planner for an Estate?
Whether you are thinking about your investments and your retirement or how your estate plan answers many of your most common goals, you need assistance from an expert in the world of financial planning.
But finding the right person to assist you in addition to finding a knowledgeable estate planning attorney to help you think about how all these pieces connect can be complicated. You need to understand that there are new options available to you in terms of identifying financial professionals or estate planning professionals.
It’s a good idea at the outset of a relationship to understand how you might pay for this advice. Some planners even offer subscriptions with prices that are based on your income or your individual situation. This means that you can benefit from getting one on one access to the professional while not having to pay extensive fees. This gives you some form of regular access to the professional as well.
Schedule a meeting with a member of our advisory team
Blog
April 6, 2020 |
What Is a Healthcare Proxy?
A healthcare proxy is a term you might have heard of in relation to comprehensive estate planning. The term proxy refers to another person acting ...
Learn MoreApril 1, 2020 |
Can New Jersey Residents Still Benefit from Irrevocable Life Insurance Trusts?
Irrevocable life insurance trusts have long been a popular estate planning tool in a variety of different circumstances to help achieve client goals efficiently and ...
Learn MoreMarch 31, 2020 |
How to Minimize Mistakes During the Estate Planning Process
Since estate planning can be complex and should be aligned with your individual and family goals, mistakes can and do happen. All too often these ...
Learn MoreMarch 30, 2020 |
How to Remain Connected to Your New Jersey Estate Planning Law Office During the Pandemic?
Many law practices including ours have updated procedures, policies, and accessibility to be as helpful to you as ever in light of the need to ...
Learn MoreMarch 25, 2020 |
Taking Your Time with Estate Planning
Sometimes it’s the loss of a loved one or someone in your family being diagnosed with Alzheimers’ that gives you the sign to put ‘estate ...
Learn MoreMarch 24, 2020 |
7 Steps for an Estate Plan Now
Do you have a plan for what will happen to your assets when you pass away? What about who will be able to make decisions ...
Learn MoreMarch 23, 2020 |
Yes, Even College Students Can Benefit from Estate Planning
People of all ages have the potential to recognize the possible benefits of estate planning but one that is often overlooked is when parents send ...
Learn MoreMarch 17, 2020 |
Estate Planning & Your Home Title
There have been many commercials and some news stories about people having their homes stolen. The narrative in these stories typically goes that a thief ...
Learn MoreMarch 16, 2020 |
Are You Subject to The Estate Planning Minefield? Beneficiary Designations Should Not Be Overlooked
You probably had no idea about just how many things can go wrong by listing the wrong person or a person who should no longer ...
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
How Do You Know When You Can Retire?
Retirement isn’t just about reaching a certain age—it’s about knowing your finances can support the life you want. Learn the key questions to ask before making the transition. How Do You Know When You Can Retire? For many people, retirement is one of life’s biggest milestones. ...
<p>The post How Do You Know When You Can Retire? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account
Understanding the rules for inherited IRAs is essential to avoiding costly mistakes. Learn the key differences between spouse and non-spouse beneficiaries, required distributions, and important planning considerations. An Individual Retirement Account (IRA) is often one of the ...
<p>The post Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End
Mid-year is the ideal time for business owners and high-net-worth families to review estate plans, tax strategies, retirement planning, and wealth transfer opportunities before year-end. As the calendar reaches its midpoint, many business owners and affluent families are focused on growing their businesses, managing investments, and enjoying the summer months. However, mid-year is also ...
<p>The post Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
