Yes, Your 18-Year-Old Needs Estate Planning
As a parent, it can be hard enough to look ahead to the future and consider that your child could be moving…
Blog Category
Planning for Minors
Articles and insights on Planning for Minors from the Omni 360 Advisors team.
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Back To School Tips: Important Documents for Parents of New College Students
There’s no doubt that your mind is already pretty preoccupied with many different lists of supplies, last-minute shopping, and packing with your…
Our version of TMZ: Estate Planning Blunders & The Famous People Who Committed Them
Famous people are like us in many ways. They are born, they pay taxes, they make estate planning blunders, and they die.…
529 Plans Benefit Grandparents and Grandchildren
As a recent article explains, a majority of wealthier investors prefer to transfer money to their grandchildren through 529 college savings plans.…
Thanks Gramps! Planning Gifts to Grandchildren
Often, grandparents who have extra money wish to assist their grandchildren financially. A recent article discusses three ways through which grandparents can…
Planning With a Baby on Board
The birth or adoption of a new child is a frenzied and joyous time in the parents’ lives. Understandably, estate planning is…
How To Choose The Right Guardian For Your Children
Who should raise your children if for some reason you and your spouse are unable to do so? It's not an easy…
What do you need to address for your family?
Your goal may be making sure your children & spouse are financially secure and to protect your assets from those who may…
What Happens If I Die Without a Will?
A Last Will & Testament (commonly referred to as simply a Will) is a document that disposes of your property at the time of your…
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<p>The post Retirement Planning Is More Than Saving: Building a Strategy for Your Next Chapter first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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