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Recent Posts
Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success

The entrepreneurial exit is often painted as a fairy-tale ending—years of sacrifice crowned with a big check and endless freedom. Yet, the Yale School of ...

The post Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Creating an Integrated Plan for Generational Wealth Transfer

Planning for the future means more than just saving for retirement—it involves creating a strategy ...

The post Creating an Integrated Plan for Generational Wealth Transfer first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
How to Align Your Personal and Business Finances for Maximum Efficiency

Running a business means juggling many responsibilities—especially when it comes to money. Aligning your personal ...

The post How to Align Your Personal and Business Finances for Maximum Efficiency first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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How To Take on The Hard Conversations with Family Members About Estate Planning

March 25, 2022

Are you worried about whether or not your parents have thought through and set up their estate plan? If not, you may be concerned that you and your siblings will be left to deal with probate on your own.

A big reason why many people put off the process of planning their estate is because they are concerned that they don’t need one. However, having an estate plan is an important way to help support your loved ones, and you can greatly reduce their confusion and frustration after you pass away by undertaking these important steps. It’s not always or ever an easy conversation to discuss end of life planning, or what happens after you pass away.

There is a great concern that talking about death will upset your spouse and family, and although it is true that this can be an uncomfortable conversation to start, knowing a loved one or parent’s wishes about everything from medical care they do and don’t want to receive to potential funeral plans can be reassuring. It can give family members a sense of relief to understand what to expect and what important decisions they should take on behalf of their loved ones.

This is also a good opportunity to discuss your individual legacy, such as the values you want to pass down to your other family members. This can be a much easier way to broach the subject of estate planning and to encourage your loved ones to undertake their estate planning as well.

Ready to set up your own estate plan or review an older one that needs some updates? Contact our office today for personal support with a NJ estate plan.


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Schedule 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
Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success

The entrepreneurial exit is often painted as a fairy-tale ending—years of sacrifice crowned with a big check and endless freedom. Yet, the Yale School of ...

The post Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Creating an Integrated Plan for Generational Wealth Transfer

Planning for the future means more than just saving for retirement—it involves creating a strategy ...

The post Creating an Integrated Plan for Generational Wealth Transfer first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
How to Align Your Personal and Business Finances for Maximum Efficiency

Running a business means juggling many responsibilities—especially when it comes to money. Aligning your personal ...

The post How to Align Your Personal and Business Finances for Maximum Efficiency first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more