Living Trusts: The Importance of Proper Funding
If you have decided to use a trust to pass on your assets, this can be an exciting decision that gives you…
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Asset Protection Planning
Articles and insights on Asset Protection Planning from the Omni 360 Advisors team.
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Lessons from the Joan Rivers Estate
Joan Rivers was heralded as a stellar performer, but she also left behind a legacy as an incredible businesswoman. Her estate included…
Should I Worry About Protecting My IRA?
This past June, an important ruling from the Supreme Court found that an inherited IRA is not protected as retirement funds. If…
What Qualifies as a Digital Asset?
One of the biggest buzzword phrases in estate planning today is “digital asset”. But what does that mean, and how should you…
Don’t Make This Mistake With Digital Assets
As virtual currencies like Bitcoins become more popular, even the IRS has recognized the possible value in these assets. As the owner…
Real Estate Owners, Doctors & Gun Collectors: How to Plan for Special Assets
In many cases, and especially for business owners, there are assets in an estate plan that require special consideration. For example, a…
What is a Self-Settled Trust? Asset Protection & Tax Savings.
Right now, gift and generation skipping transfer tax exemptions, set at $5.34 million each, have caused a resurgence in interest regarding self-settled…
Indian HSBC Client Found Guilty of Hiding Offshore Accounts
Offshore account taxpayer Ashvin Desai was recently sentenced to six months in prison in addition to six months of home confinement for…
How Did Shelly Sterling Control the Clippers Sale Decision?
The Los Angeles Clippers sale recently seemed to go ahead just the way that most players, fans, and the NBA commission wanted…
Is a Roth IRA the “Cadillac” of Assets to Leave for Heirs?
If you’re looking down the road to retirement, you may be wondering which of your accounts you should tap into first, and…
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<p>The post Retirement Planning Is More Than Saving: Building a Strategy for Your Next Chapter first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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