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Charitable Planning for Non-Parents: How to Build a Purpose-Driven Legacy

Explore charitable planning strategies tailored for individuals without children. Learn how to align your wealth with your values, create a lasting legacy, and reduce tax liabilities with thoughtful giving. Charitable Planning for Non-Parents: How to Build a Purpose-Driven Legacy When you don’t have children, legacy planning takes on a different—but equally ...

<p>The post Charitable Planning for Non-Parents: How to Build a Purpose-Driven Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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Stay NJ: New Jersey’s Game Changer in Property Tax Relief for Seniors

Discover how the Stay NJ program helps New Jersey homeowners 65+ with property tax relief — eligibility, benefits, timeline, and application tips for 2025. Property taxes in New Jersey have long been a burden, especially for older homeowners on fixed incomes. In response, the state recently passed ...

<p>The post Stay NJ: New Jersey’s Game Changer in Property Tax Relief for Seniors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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Choosing the Right Charitable Vehicle: A Strategic Guide for Legacy-Minded Families & Business Owners

Explore key differences between charitable trusts, donor-advised funds, and foundations. Learn how high-net-worth individuals can align giving with tax strategies and long-term legacy planning. How to Select the Right Charitable Structure for Your Legacy Goals For business owners, families post-liquidity ...

<p>The post Choosing the Right Charitable Vehicle: A Strategic Guide for Legacy-Minded Families & Business Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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Omni 360 Advisors is an integrated financial services, legal planning, and accounting firm* committed to a 360 approach to creating and implementing powerful life and legacy plans for our clients long-term success.

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Introduction

We believe that understanding — and applying — the 27 principles in this book can help make you a more patient and — ultimately — successful long-term investor. We hope they will empower you to understand the difference between the noise (not useful information for your personal goals) and the science (relevant information for your personal goals).

This book is for all the ordinary people who have dedicated their lives to working and saving in order to achieve important goals such as providing for children’s education and enjoying a secure retirement. Life is complicated. Investing shouldn’t be.

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