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 ...
Learn MoreUnderstanding 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 early age. It’s more than just numbers; it’s about making wise choices, understanding the value of saving, and preparing for the future.
In this blog, we’ll explore simple yet effective ways to teach your children about financial responsibility. From giving them an allowance to helping them build their credit, these strategies are designed to equip the next generation with the knowledge they need to thrive financially.
And remember, if you have any questions or need guidance on financial planning for your family, Omni360 is here to help. Reach out to us for personalized advice and solutions.
Schedule a meeting with a member of our advisory team
Blogs for Gifting
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 ...
Learn MoreJanuary 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 ...
Learn MoreJune 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 ...
Learn MoreMarch 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 ...
Learn MoreFebruary 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 ...
Learn MoreJanuary 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 ...
Learn MoreDecember 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 ...
Learn MoreAugust 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 ...
Learn MoreAugust 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>
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<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>
