October 3, 2016 |
New Jersey State Estate Tax May Soon Disappear
According to a recent compromise with Chris Christie and New Jersey Governments, the New Jersey estate tax will likely soon be repealed by 2017. Many ...
Learn MoreNew Jersey State Estate Tax May Soon Disappear
According to a recent compromise with Chris Christie and New Jersey Governments, the New Jersey estate tax will likely soon be repealed by 2017. Many professionals across the state helping individuals with estate and financial planning believe that this is a long overdue change and that New Jersey is actually behind the times by keeping the state estate tax.
Remember that putting together your estate planning is about more than just considering tax implications. You should also consider legacy planning, long term care issues, and critical documents that help protect you while you’re alive as well as provide instructions for passing things on to your beneficiaries after you pass away. To accomplish all of these goals it is necessary to have a strong relationship with an existing New Jersey estate planning attorney. An estate planning attorney will keep you abreast of any changes in the law so that you can adjust your estate planning documents as needed.
Schedule a meeting with a member of our advisory team
Blogs for Estate Taxes
September 28, 2016 |
Clinton and Trump Estate Tax Proposals
Hillary Clinton and Donald Trump unsurprisingly have completely different plans for the country’s estate tax. While Trump wants to kill the estate tax, Clinton hopes ...
Learn MoreAugust 25, 2016 |
Even Individuals in New Jersey Who Don’t Feel Wealthy Can Be Impacted by the Estate Tax
Many families believe they don’t have to worry about estate taxes because they don’t believe they owe that much. Unfortunately, individuals may not realize that ...
Learn MoreOctober 17, 2014 | Estate Tax
Estate Taxes on Life Insurance & Life Insurance Trusts (“ILITs”)
Many Americans may be unaware of what an irrevocable life insurance trust (“ILIT”) is, let alone the benefits it may provide to them. Typically, life ...
Learn MoreOctober 2, 2014 | Could the Court Ruling on Art Save You Money?
Could the Court Ruling on Art Save You Money?
Art collectors are celebrating a recent decision handed down from a US Appeals Court which could help to minimize taxes. The court agree that shared ...
Learn MoreSeptember 30, 2014 | Lessons from the Joan Rivers Estate
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 income, collectibles, and ...
Learn MoreSeptember 17, 2014 | When to Use a Family LLC
When to Use a Family LLC
Most people have heard about LLCS, but you might not be aware of the best situations to use them when it comes to your family. ...
Learn MoreAugust 27, 2014 | Will You Be Impacted by the New Jersey Death Transfer Tax?
Will You Be Impacted by the New Jersey Death Transfer Tax?
When it comes to high-dollar decisions about estate planning, many people wrongfully believe they are not included because the federal tax exemption of $5.34 million ...
Learn MoreAugust 26, 2014 | Especially For Those In N.J. & C.A.: Personal Tax Inversions to Avoid State Income Taxes
Especially For Those In N.J. & C.A.: Personal Tax Inversions to Avoid State Income Taxes
Take a look at the articles out there on either side of the issue and you’re likely to find compelling arguments for and against the ...
Learn MoreAugust 5, 2014 | Estate planning
Do I Need a Trust?
As trusts have gotten more popular and evolved in type to appeal to a lot of people, so now you might be under the impression ...
Learn MoreBrowse our Archives
Schedule 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 Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them
A family financial meeting can prepare adult children for future responsibilities without revealing every financial detail. Here are 10 things they should know before a crisis occurs. For many families, conversations about money happen only when circumstances force them to happen. A parent ...
<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Are You Paying Taxes Today That You Could Be Planning Around?
Proactive tax planning can help business owners and families identify tax-sensitive decisions before deadlines arrive. Explore six situations worth reviewing throughout the year. Tax planning is often associated with filing season. But ...
<p>The post Are You Paying Taxes Today That You Could Be Planning Around? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors
As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...
<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
