Article-96964

February 27, 2020 |

My Roller Coaster Face, Fear/Excitement, Dinner Event

The picture below was taken at Six Flags Great Adventure on a ride called Kingda Ka. To protect the innocent, I blurred out the faces ...

Learn More
Article-96960

February 26, 2020 |

Three Estate Planning Steps to Take for New Parents

It’s very exciting to think about all of the possibilities ahead of you and your family when you have your first child, but in addition ...

Learn More
Article-96956

February 25, 2020 |

Are There Any Dangers with DIY Estate Planning?

Today, thanks to the multitude of online resources and tools you can find about many different legal processes including estate planning, it’s easy to feel ...

Learn More
Article-96952

February 24, 2020 |

Get a Spring Cleaning Start on Estate Planning

It’s the perfect time of year to incorporate your estate planning into the bigger picture. Estate planning requires a team approach and communication with all ...

Learn More
Article-96949

February 19, 2020 |

My Parent is Struggling with Dementia: What Now?

If your loved one was recently diagnosed with dementia, the entire family has plenty of things to think about. It’s hard to determine when things ...

Learn More
Article-96946

February 18, 2020 |

Attorney Shah Chimes in: Wall Street Journal Estate Planning

Attorney Neel Shah was recently featured in a Wall Street Journal article about making decisions to distributing unequally among your children. While the easiest solution ...

Learn More
Article-96941

February 17, 2020 |

Getting Married Midlife: Don’t Forget Your Estate

Getting married to someone in later years is becoming increasingly common. In fact, plenty of research studies are looking into how Millennials choices to get ...

Learn More
Article-96937

February 12, 2020 |

Why You Need A Plan for Your Estate No Matter Your Stage in Life

There are so many misconceptions surrounding the process and the need for estate planning. It’s all too easy to brush this off or assume that ...

Learn More
Article-96934

February 11, 2020 |

Update Your Estate Plan to Match SECURE

A few impacts emerge from the Secure Act or the Setting Every Community Up for Retirement Enhancement; one of the biggest challenges associated with carrying ...

Learn More
Article-96931

February 10, 2020 |

What You Should Know About New Jersey’s Inheritance Laws

There is no longer an estate tax in New Jersey, but there is still an inheritance tax. This law has many different exemptions and complications, ...

Learn More

Browse 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

When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors

As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...

<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Estate Planning Isn’t Just About Who Gets Your Money

Estate planning goes beyond distributing assets. Learn how healthcare directives, powers of attorney, guardianship, trusts, beneficiary designations, incapacity planning, and family communication can help create a more complete ...

<p>The post Estate Planning Isn’t Just About Who Gets Your Money first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

How Much Cash Should a High-Net-Worth Family Actually Keep?

How much cash should a high-net-worth family keep on hand? Explore how emergency reserves, taxes, major purchases, business needs, and investment opportunities can shape a thoughtful liquidity strategy. For many high-net-worth families, the question is not whether they have enough cash. ...

<p>The post How Much Cash Should a High-Net-Worth Family Actually Keep? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>