July 13, 2020 |
When & How do I Find an Elder Care Planning Attorney?
Americans are living longer than ever but that doesn’t always mean a longer quality of life. A proper elder care plan should account for not ...
Learn MoreWhen & How do I Find an Elder Care Planning Attorney?
Americans are living longer than ever but that doesn’t always mean a longer quality of life. A proper elder care plan should account for not only having the right people in the right roles in order to make the proper financial & health Care decisions, but also guidance and direction with respect to your wishes should you not be able to speak for yourself.
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Blogs for Estate Planning
July 10, 2020 |
Can you put limitations in a Will?
When I’m speaking with a client regarding their Estate Planning, and we are discussing their Will specifically, I encouraged them to think of the Will ...
Learn MoreJuly 9, 2020 |
Unique Planning Opportunity for Disabled or Chronically Ill Beneficiaries
There is great news for clients with certain family members or other beneficiaries – this year brought with it a huge change in the law ...
Learn MoreJune 24, 2020 |
What 0.6% Interest Rates Mean for Your Estate Planning
When interest rates adjust, you need to have in the back of your mind that it might be time to sit down and look at ...
Learn MoreMay 14, 2020 |
The Value of Estate Planning for Baby Boomers
A total of 22% of today’s population includes the baby boomer generation. Many of them are quickly reaching retirement age raising important questions about the ...
Learn MoreMay 14, 2020 |
Charitable Gifting During the Pandemic, Tips to Use & Tricks to Avoid
No one could have foreseen or wished for this Pandemic, or the impact that it has had on our planet. Yet one of the silver ...
Learn MoreMay 12, 2020 |
Property Tax Relief is Coming for New Jersey Homeowners
An executive order from Governor Phil Murphy now means that municipalities can update their property tax payment deadline from May 1st to June 1st. According ...
Learn MoreMay 11, 2020 |
Protect Your Company Longevity with Business Succession Planning
An important part of owning a successful business isn’t just documenting what you do now that makes you effective but also outlining a plan for ...
Learn MoreMay 6, 2020 |
What Is A Long-Term Care Plan?
Research shows that two out of every three Americans will need some form of assistance with activities of daily living. These activities of daily living ...
Learn MoreMay 5, 2020 |
Is Now the Right Time to Pull Cash from Your IRA? Beware the Tax Implications
It might feel as though everything is up in the air with your financial planning situation lately. Since this has impacts on your day to ...
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Recent Posts
Inflation, Uncertainty, and the Value of a Coordinated Advisory Team
Inflation affects more than your portfolio. Learn why coordinating your financial advisor, CPA, and estate planning attorney can help protect wealth, improve tax efficiency, and ...
<p>The post Inflation, Uncertainty, and the Value of a Coordinated Advisory Team first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Why Work With Omni360 Advisors? A Holistic Approach to Wealth, Business, and Legacy Planning
Discover how Omni360 Advisors helps business owners, executives, and multigenerational families navigate wealth management, business planning, tax strategy, and legacy planning through a coordinated advisory ...
<p>The post Why Work With Omni360 Advisors? A Holistic Approach to Wealth, Business, and Legacy Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Spousal Lifetime Access Trusts (SLATs): A Strategic Tool for Wealth Preservation and Family Flexibility
Learn how Spousal Lifetime Access Trusts (SLATs) can help families transfer wealth, reduce potential estate taxes, and maintain financial flexibility for future generations. For many ...
<p>The post Spousal Lifetime Access Trusts (SLATs): A Strategic Tool for Wealth Preservation and Family Flexibility first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
