Articles and insights on Estate Planning from the Omni 360 Advisors team.
Think estate planning is only for the ultra-wealthy? Discover why the middle class still needs wills, trusts, and POAs—even if you’re under the estate tax exemption in 2025. With the federal estate tax exemption set at $13.99 million per individual in 2025, many families assume estate planning is…
Estate planning is a critical component of financial well-being, ensuring that your assets are distributed according to your wishes and that your…
A proposed bill to permanently raise the estate‑tax exemption offers planning clarity—but it's not law yet. Here’s why any major tax change…
Discover why estate planning isn't just for the wealthy. Learn the difference between wills and trusts, when to use them, and how to avoid probate to protect your family's future. Estate Planning Demystified Estate planning isn't about jets and mansions. It's about making…
Explore how art investors can protect and transfer their collections using trusts, family entities, and tax-efficient strategies. Learn how to integrate art…
Uncovering the lesser-known assets that could trigger estate taxes if you don’t plan ahead. When people hear the term “estate,” they often think it only includes things like a…
Adaptable trust planning: Your key to preserving wealth amid tax uncertainties. In an era where tax laws are in constant flux, high-net-worth families and their advisors must employ adaptable trust strategies to safeguard and…
In a significant move for estate planning and tax professionals, Pennsylvania has finally joined the rest of the nation in recognizing federal grantor trust rules. Governor Josh Shapiro…
Estate planning is more than just drafting a will—it’s a comprehensive process that requires collaboration between various professionals to ensure your wishes are effectively executed. From consultation to drafting documents and aligning assets, each step plays a crucial role in protecting your family and…
Why failing to plan now could cost your loved ones later. Many people assume estate planning is only necessary for the wealthy or elderly—but in truth, everyone needs…
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