October 4, 2017 |
Extra Layers of Protection in Estate Plan Provided by Durable Power of Attorney
There are two major types of durable powers of attorney that can be essential for estate planning purposes. They should always be executed as part of a comprehensive estate plan that has put together by a knowledgeable attorney.
First of all, you may use a durable power of attorney for asset management which gives an empowered agent the authority to make financial and legal decisions on behalf of the principal. 
Schedule a meeting with a member of our advisory team
Category: Power of Attorney
August 22, 2014 | Back To School Tips: Important Documents for Parents of New College Students
Back To School Tips: Important Documents for Parents of New College Students
Learn MoreSchedule 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
How Markets Are Responding to the Iran Conflict — And What Investors Should Keep in Perspective
Recent U.S. strikes on Iran have increased geopolitical tension and market volatility. Here’s how energy, gold, the dollar, and equities are reacting—and why long-term investors ...
<p>The post How Markets Are Responding to the Iran Conflict — And What Investors Should Keep in Perspective first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Understanding the New FinCEN Residential Real Estate Reporting Rule
What Business Owners and Property Investors Should Know Before March 1, 2026 Effective March 1, 2026, the Financial Crimes Enforcement Network (FinCEN) will implement a new residential real estate reporting rule that significantly expands ...
<p>The post Understanding the New FinCEN Residential Real Estate Reporting Rule first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Top 5 Things Employers Should Know About Their 401(k) and Employer-Sponsored Retirement Plans
Discover the top five things business owners should understand about managing a 401(k) or employer-sponsored retirement plan, including fiduciary responsibility, fees, compliance, and employee engagement. ...
<p>The post Top 5 Things Employers Should Know About Their 401(k) and Employer-Sponsored Retirement Plans first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
