Article-125445

December 20, 2023 |

Understanding Money: A Lifelong Gift for Your Children

Learning about money is a crucial skill that lasts a lifetime. As financial advisors at Omni360, we believe that this education should start from an ...

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Article-95497

January 24, 2018 |

The Best Gift You Can Give Is Investing for Your Heirs

  Teaching your grandchildren and children to invest is an investment in their own future. This means you are passing down your own individual legacy ...

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Article-95494

January 23, 2018 |

Should You Increase Your Gifts Given to Your Children?

  When thinking about passing on assets to future generations, a common question asked by many people is whether or not they should increase the ...

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Article-2637

June 6, 2014 |

Looking for a new charitable gifting idea? Try Bitcoins

The IRS is never too far behind the trend when it comes to new forms of tax revenue, and with their recent tax stipulations regarding ...

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Article-2009

March 11, 2014 |

‘Gifting’ May Be Penalized By Medicaid

While people can “gift” up to $14,000 each to anyone they want to each year without tax penalty, that tactic is not going to fly ...

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Article-1668

February 6, 2014 |

It’s Good Enough for Walmart: Tax Avoidance with a GRAT

Billionaire Sheldon Adelson is not alone in his disdain for estate taxes. As one of the world’s richest men, Adelson has the ability to hire ...

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Article-1551

January 23, 2014 |

Review Your Financial and Estate Planning Goals for 2014

A recent article quoted financial planner Michael Joyce as saying, “There’s nothing magic about reviewing goals […], but it is a good time to refocus ...

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Article-1400

December 4, 2013 |

Considering Gifting Your Home? Read This Before You Give Away The Castle.

Many parents want to believe that their children would never kick them out of their own home. However, the sad reality is that this has ...

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Article-892

August 13, 2013 |

How’s This for GRAT-itude? – Basics of the GRAT

As a recent article explains, a Grantor Retained Annuity Trust (“GRAT”) is a great estate-planning tool for high-net-worth individuals.  This type of irrevocable trust permits ...

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Article-836

August 1, 2013 |

For Better or Worse: Estate Planning for Same-Sex Spouses

As a recent article explains, the United States Supreme Court’s recent ruling on same-sex marriage will radically alter estate planning for same-sex married couples. Prior ...

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Recent Posts

Should You Gift Money to Your Children Now or Leave It to Them Later?

Should you give money to your children during your lifetime or leave it as an inheritance? Explore the family, tax, control, and legacy considerations that can help guide the decision. For many successful families, estate planning eventually raises ...

<p>The post Should You Gift Money to Your Children Now or Leave It to Them Later? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

What Happens to Your Financial Life When You Retire? A 12-Month Checklist

Retirement changes more than your work schedule. Use this 12-month retirement checklist to review Medicare, Social Security, cash flow, portfolio withdrawals, taxes, estate documents, and employer benefits. Retirement is often described as a milestone, but financially, it ...

<p>The post What Happens to Your Financial Life When You Retire? A 12-Month Checklist first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Your Mid-Year Financial Checkup: 6 Questions High-Net-Worth Families and Business Owners Should Ask

More than halfway through 2026, now is a smart time for business owners and high-net-worth families to review taxes, estate planning, cash, investments, insurance, and major life changes before year-end. August can be ...

<p>The post Your Mid-Year Financial Checkup: 6 Questions High-Net-Worth Families and Business Owners Should Ask first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>