January 15, 2018 |
How Assets Are Distributed: What You Must Know
If you do not have an estate plan, the state will create one for you by intervening on your behalf. When you pass away, virtually ...
Learn MoreHow Assets Are Distributed: What You Must Know
If you do not have an estate plan, the state will create one for you by intervening on your behalf. When you pass away, virtually all of your assets are distributed in one of the following ways. 
These can include:
Schedule a meeting with a member of our advisory team
Blogs for January 2018
January 11, 2018 |
The Top Four Retirement Risks
As you look ahead towards your own retirement, do you think you’ve done enough planning? In volatile times, it’s hard to tell what kind of ...
Learn MoreJanuary 10, 2018 |
Top Things Entrepreneurs Get Wrong in Running a Business
There are so many different risks to think about and potential growth opportunities affecting entrepreneurs that far too many of them fall prey to missing ...
Learn MoreJanuary 9, 2018 |
What Did Whitney Houston, Michael Jackson And Prince All Do Wrong?
The deaths of icons Whitney Houston, Michael Jackson and Prince rocked the world, but unfortunately, left their families burdened and broken-hearted with estate taxes ...
Learn MoreJanuary 8, 2018 |
Don’t Forget a Successor on Your 529 Plan
A 529 plan is one of the most common methods for people to plan ahead for their children with regard to education. 529 plans are ...
Learn MoreJanuary 4, 2018 |
Do Estate Planning Now If Nursing Home Could Be in Your Future
Planning ahead can make things easier for you and your loved ones, even if you are not currently affected by a disability or a medical ...
Learn MoreJanuary 3, 2018 |
Wealthy Individuals Must Not Forget Art Planning
Many wealthy individuals set aside time to sit down with an experienced estate planning attorney to talk about how their bonds, stocks, private equity and ...
Learn MoreJanuary 2, 2018 |
Business Succession Planning Faces Major Opportunities in Coming Years
Historically low interest rates have been a major catalyst for economic growth in the last several of years, but this has also led to a surge ...
Learn MoreJanuary 1, 2018 |
Most Commonly Overlooked Aspects of Elder Law
Planning ahead for elder law is just as important as considering your estate and your retirement planning. Unfortunately, despite the fact that elder law has ...
Learn MoreBrowse our Archives
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
Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains
Explore five tax-aware strategies investors use to manage portfolio capital gains, including tax-loss harvesting, basis step-up planning, and trust strategies. Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains For many successful investors, managing capital gains taxes becomes increasingly important as portfolios grow and liquidity events ...
<p>The post Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You
Many people look forward to a tax refund, but is it actually a good financial outcome? Learn what a tax refund means and how to think about withholding and tax planning. Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You Each spring, millions of Americans eagerly await their tax refund. For many households, ...
<p>The post Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Five Key Considerations for Aging in Place Safely and Successfully
Aging in place requires more than staying home. Explore five essential areas families should plan for—from safety modifications to care support and financial planning. Aging in place is often associated with independence and familiarity. Yet remaining in the home long-term requires ...
<p>The post Five Key Considerations for Aging in Place Safely and Successfully first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
