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Recent Posts
Probate vs. Non-Probate Assets: A Beginner’s Guide

When you start dipping your toes into estate planning, one of the first things you’ll ...

The post Probate vs. Non-Probate Assets: A Beginner’s Guide first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
How Tariff Policies Could Shape the Economy and Your Portfolio

The buzz around tariff policies has been inescapable lately, with the Trump administration doubling down on its campaign promises to ...

The post How Tariff Policies Could Shape the Economy and Your Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Tax Season Is Here: Are Your Witholdings on Track?

Tax season is in full swing, and with it comes the moment of truth: Are your withholdings hitting the mark? Whether you’re ...

The post Tax Season Is Here: Are Your Witholdings on Track? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Are You Prepared for Thousands of Days in Retirement?

May 14, 2018

Many people who are looking ahead to their retirement may miss out on the fact that increasing longevity numbers show that once you have retired from the workforce, you may be spending as many as 8,000 days inside retirement. This means having an appropriate estate and retirement plan to guide you. plan for estate and retirement

Because people are living longer and staying healthier, it is not unlikely for someone in their mid-sixties now to enjoy a life expectancy of as many as 30 more years. There are many different opportunities and challenges that come prevalent with these concerns.

You may be thinking about how you intend to spend your days, and hopefully, you will already have retained the services of a financial advisor and an estate planning attorney. There are road maps out there of what to consider one year before retirement and five years before retirement.

Having a comprehensive financial plan that incorporates all of the assets you have worked so hard to save over the course of your lifetime, as well as what you might need to do in the event that you become incapacitated or need the assistance of a nursing home is very important.

There are many different concerns that should factor into your budget, including taxes, Medicare, social security, estate planning, insurance, and long-term care. Scheduling a time to consult with an experienced estate planning attorney is the first step towards guarding all of the assets you have generated


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Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

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
Probate vs. Non-Probate Assets: A Beginner’s Guide

When you start dipping your toes into estate planning, one of the first things you’ll ...

The post Probate vs. Non-Probate Assets: A Beginner’s Guide first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
How Tariff Policies Could Shape the Economy and Your Portfolio

The buzz around tariff policies has been inescapable lately, with the Trump administration doubling down on its campaign promises to ...

The post How Tariff Policies Could Shape the Economy and Your Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Tax Season Is Here: Are Your Witholdings on Track?

Tax season is in full swing, and with it comes the moment of truth: Are your withholdings hitting the mark? Whether you’re ...

The post Tax Season Is Here: Are Your Witholdings on Track? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more