11.20.2018
What Can You Learn from Stan Lee’s Estate Planning?
Stan Lee recently passed away and details show that his tangled estate planning could be a complicated web for heirs to navigate. Unfortunately, far too …
What Can You Learn from Stan Lee’s Estate Planning?
Stan Lee recently passed away and details show that his tangled estate planning could be a complicated web for heirs to navigate. Unfortunately, far too many celebrity deaths paint a picture of just how devastating it can be when estate planning is not managed appropriately. The co-creator of super heroes, such as Spiderman and Captain America, left behind a huge mess for his prospective heirs despite the fact that he was ill over the last year of his life. 
Stan Lee’s life had unraveled in the last few years before his passing, highlighting the dangers of elder financial abuse. Plenty of scams and unscrupulous people target the elderly, and often, the aging person finds out about it too late. It could even be family members who realize that the assets amassed over a lifetime are now gone thanks to fraud.
Schedule a meeting with a member of our advisory team
Blog
11.19.2018
Your Estate Planning Review Year-End
Has your life changed at all in the last year? Did you have estate plans contingent on prior versions of tax law that are no …
11.14.2018
Communication Is Key with Estate Planning- Don’t Forget It!
Many families avoid the process of estate planning altogether but even those who take the necessary steps to schedule a consultation with an estate planning …
11.13.2018
Should You Use an Educational Trust?
Often grandparents are the ones asking questions about whether or not to use an educational trust. This raises further questions about whether or not one …
11.12.2018
What Major Life Events Should Prompt You to Consider Estate Planning Again?
It has often been said that far too many people don’t have the necessary estate planning tools prepared and therefore put them and their family …
11.08.2018
Avoid The Most Expensive Estate Planning Mistakes
Not only are estate planning mistakes difficult for your loved ones, as they put your family members in a difficult situation after you have passed …
11.07.2018
Don’t Put It Off Until Later with Estate Planning
Almost 60% of adults in the United States do not have an estate plan or a basic will and it’s something that many people don’t …
11.05.2018
Governments Entitled to Significant Portion of Prince’s Estate
Have you ever wondered the answer to the question, how much will your family really inherit when you pass away? Prince’s failure to conduct estate …
10.31.2018
Top Steps to Focus on Retirement
As your retirement begins to come into view, it’s time to ensure that your financial planning has been kicked into high gear and you make …
10.30.2018
Giving to Charity Post Tax-Reform
Many people in the past made decisions about their charitable giving, not just because they were motivated by philanthropy but also because they received tax …
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
Stay NJ: New Jersey’s Game Changer in Property Tax Relief for Seniors
Discover how the Stay NJ program helps New Jersey homeowners 65+ with property tax relief — eligibility, benefits, timeline, and application tips for 2025. Property taxes in New Jersey have long been a burden, especially for older homeowners on fixed incomes. In response, the state recently passed ...
<p>The post Stay NJ: New Jersey’s Game Changer in Property Tax Relief for Seniors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Choosing the Right Charitable Vehicle: A Strategic Guide for Legacy-Minded Families & Business Owners
Explore key differences between charitable trusts, donor-advised funds, and foundations. Learn how high-net-worth individuals can align giving with tax strategies and long-term legacy planning. How to Select the Right Charitable Structure for Your Legacy Goals For business owners, families post-liquidity ...
<p>The post Choosing the Right Charitable Vehicle: A Strategic Guide for Legacy-Minded Families & Business Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Turning a Windfall Into a Lasting Legacy: Long Term Planning for Generational Wealth
From estate planning to values‑based giving, learn how to transform your windfall into wealth that endures across generations—and aligns with your deepest purpose. Windfalls are rare. Generational wealth is rarer still. For business owners, legacy‑minded families, or anyone who’s recently come into a substantial ...
<p>The post Turning a Windfall Into a Lasting Legacy: Long Term Planning for Generational Wealth first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
