609-452-0889 877-623-2266

Digital Planning Options for Your Estate: To Thoughts of Worldly Goods

January 8, 2016

Our technological world now adds our digital legacies and a key is to go through all the questions that will, in their entirety, result in solid, satisfying panning for end of life. There are many online entities that can help but their function is a preliminary one that should be supplemented by an estate planning attorney.shutterstock_168228935

A website might point you in the right direction and help you understand the various issues you need to consider in your estate planning but only a knowledgeable attorney can help you put together a comprehensive plan.

Areas of concern in estate planning are identifying important documents, what digital libraries you have present, what business data should be passed on, end of life instructions including funeral planning, and a complete list of physical assets. Make sure you consult with a knowledgeable attorney sooner rather than later to get your questions answered.             

Practice Areas:


Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Schedule now
Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Explore Career Opportunities
Payment Portal
for Tax and Accounting invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Pay Us here
Blog
Video Library
Join our newsletter
In The Press
Client Login
Resources
Our Tools
Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts

Turning a Windfall Into a Lasting Legacy: Long Term Planning for Generational Wealth

From estate planning to values‑based giving, learn how to transform your windfall into wealth that endures across generations—and aligns with your deepest purpose. Windfalls are rare. Generational wealth is rarer still. For business owners, legacy‑minded families, or anyone who’s recently come into a substantial ...

<p>The post Turning a Windfall Into a Lasting Legacy: Long Term Planning for Generational Wealth first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Learn More

Common Pitfalls After Unexpected Wealth—and How to Avoid Them

Discover the most frequent mistakes windfall recipients make—overspending, poor tax planning, emotional missteps—and learn how high‑net‑worth individuals can avoid them. A large, unexpected sum of money can feel like unlimited possibility. ...

<p>The post Common Pitfalls After Unexpected Wealth—and How to Avoid Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Learn More

How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It

Learn how the new SALT deduction cap in the One Big Beautiful Bill may create a tax torpedo for high-income earners—and what strategic planning can help you avoid it. How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It The recently proposed One Big Beautiful Bill (OBBBA) introduces sweeping tax changes—none more significant ...

<p>The post How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Learn More