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Recent Posts
Give Smart, Give From Your IRA: 3 Tax-Savvy Strategies for Charitable Givers

If you’re age 70½ or older and have more IRA money than you need, it may be ...

The post Give Smart, Give From Your IRA: 3 Tax-Savvy Strategies for Charitable Givers first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
The Hidden Costs of Not Having an Estate Plan

Why failing to plan now could cost your loved ones later. Many people assume estate planning is only necessary ...

The post The Hidden Costs of Not Having an Estate Plan first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
From Wealth Creation to Wealth Preservation: How Entrepreneurs Transition Post-Exit

For many entrepreneurs, building a business is a decades-long journey of wealth creation, culminating in a lucrative exit. ...

The post From Wealth Creation to Wealth Preservation: How Entrepreneurs Transition Post-Exit first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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“Funding” your Plan: Asset Alignment

January 24, 2020

You’ve signed your Estate Planning Documents, CONGRATULATIONS!!! BUT…  

  • Signed Documents ✔
  • Estate Plan Constructed ✔
  • Pat on Back ✔ 

Why the BUT??? Because there is one more important item left to be checked off on your list: Asset Alignment.

Let’s explore an analogy of purchasing a home. You have furniture but, all your furniture is on your front lawn. Are you finished? No. You have to move your furniture into your home. Well, it’s the same with creating an estate plan and not ‘moving’ your assets into the plan. 

Aligning your assets into your estate plan is an essential step that is often abandoned. Whether it’s changing the title on your account or changing beneficiaries, it’s important to complete the process by aligning the assets and optimizing your plan. Let us guide you in moving your ‘furniture into your home’ and check off Asset Alignment on your list.

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Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Schedule now
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
Give Smart, Give From Your IRA: 3 Tax-Savvy Strategies for Charitable Givers

If you’re age 70½ or older and have more IRA money than you need, it may be ...

The post Give Smart, Give From Your IRA: 3 Tax-Savvy Strategies for Charitable Givers first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
The Hidden Costs of Not Having an Estate Plan

Why failing to plan now could cost your loved ones later. Many people assume estate planning is only necessary ...

The post The Hidden Costs of Not Having an Estate Plan first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
From Wealth Creation to Wealth Preservation: How Entrepreneurs Transition Post-Exit

For many entrepreneurs, building a business is a decades-long journey of wealth creation, culminating in a lucrative exit. ...

The post From Wealth Creation to Wealth Preservation: How Entrepreneurs Transition Post-Exit first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more