Article-97449

November 2, 2020 |

What Makes Elder Law Distinct from Estate Planning?

What happens to your assets as you get older is of chief concern not just for estate planning purposes but also for your own elder ...

Learn More
Article-97446

October 20, 2020 |

Merging Two Families? Don’t Forget Your Finances

Becoming a blended family presents unique opportunities and some challenges with regard to your financial and estate planning. In 40% of all new marriages in ...

Learn More
Article-97443

October 19, 2020 |

A Plan for an Intentional Retirement

Those approaching retirement today and looking forward to it in the next couple of years have likely navigated their entire life with a sense of ...

Learn More
Article-97433

October 14, 2020 |

Advanced Estate Plan Strategies Aligned with Low Interest Rates

The current environment of your state and the federal economy and relevant laws can help you to determine whether or not your estate plan meets ...

Learn More
Article-97425

October 6, 2020 |

Checking Out of a Relationship or Home? Time for a Checkup!

In normal times and especially in a pandemic, many people use natural pause points to take stock of their lives and determine their next moves. ...

Learn More
Article-97389

September 24, 2020 |

How Much Does an Agent Get Paid for Power of Attorney Services?

If you intend to appoint another person to serve as your attorney in fact or agent for health care, it can be confusing to determine ...

Learn More
Article-97392

September 23, 2020 |

How Does Undue Influence Impact an Estate Plan?

Undue influence happens when an outside party exerts pressure on an individual causing that individual to adjust their estate plans to the benefit of the ...

Learn More
Article-97376

September 21, 2020 |

Get an Attorney to Review Your POA Document

Has someone you know asked you to execute a power of attorney that names you as their agent? Never sign a power of attorney document ...

Learn More
Article-97372

September 17, 2020 |

Can a Person Still Sign a Power of Attorney If They are Legally Incompetent?

A person cannot sign any legal document including one that would appoint a power of attorney if they are incapacitated. This is one of the ...

Learn More
Article-97368

September 16, 2020 |

What Happens When a House That Is Split Multiple Ways Is Rented, Passed or Sold at Death?

If you have a loved one who is elderly and owns a house that no longer has a mortgage on it, it is important to ...

Learn More

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

Understanding Qualified Personal Residence Trusts (QPRTs): A Strategic Approach to Transferring Wealth Through Real Estate

Learn how Qualified Personal Residence Trusts (QPRTs) can help transfer home appreciation to heirs and potentially reduce estate taxes as part of a broader wealth ...

<p>The post Understanding Qualified Personal Residence Trusts (QPRTs): A Strategic Approach to Transferring Wealth Through Real Estate first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

2026 Tax Deadline Guide: Key Dates Every Individual and Business Owner Should Know

Stay organized in 2026 with this complete guide to personal and business tax deadlines. Avoid penalties and plan ahead with confidence. Tax planning is most ...

<p>The post 2026 Tax Deadline Guide: Key Dates Every Individual and Business Owner Should Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

The Bond Market Today: How Iran, Inflation, and Interest Rates Are Influencing Fixed Income

Geopolitical tensions and rising oil prices are influencing inflation expectations and interest rate outlooks. Explore how current bond market dynamics may affect investors. Global events ...

<p>The post The Bond Market Today: How Iran, Inflation, and Interest Rates Are Influencing Fixed Income first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>