Omega Planners is not a law firm, and its representatives are not attorneys or tax professionals. The information provided on this website is intended for educational and informational purposes only and should not be construed as legal, tax, or financial advice. Each individual’s situation is unique, and laws or regulations may vary by jurisdiction. We strongly recommend that you consult with a qualified attorney or licensed tax professional before making decisions related to your estate plan, trust funding, or other legal and financial matters.