Generic selectors
Exact matches only
Search in title
Search in content
Post Type Selectors

Blog

Article-95960

October 2, 2018 |

Did Aretha Franklin Die Without A Will?

You might not assume that your own estate could qualify as celebrity news after you pass away, but there are key takeaways hidden in the ...

Learn More
Article-95957

October 1, 2018 |

Key Reasons to Avoid the Guardianship System

If you don’t take the appropriate planning, guardianship laws could prove problematic for you or your loved ones. No one wants to be in the ...

Learn More
Article-95954

September 27, 2018 |

Drawing a Connection Between Dementia and Financial Planning

It can be very difficult to understand the teamwork approach required to protecting yourself in the age of dementia. The very concept of financial or ...

Learn More
Article-95951

September 26, 2018 |

Should You Share Your IRA Beneficiary Form Information with Your Financial Advisor?

Who needs to know what you’ve included on beneficiary forms? How does this make your estate planning easier or harder?  An advisor who is not ...

Learn More
Article-95945

September 25, 2018 |

Understanding the Power of Charitable Giving Options Following Tax Reform

Tax reform can have far reaping changes, impacts, and considerations for families who were thinking about or who are already involved in charitable giving. Understanding your ...

Learn More
Article-95941

September 24, 2018 |

Planning for the Future of Your Minor Children

Most people hope that they live to see their children well into adulthood. And grasping the possibility that this might not happen is difficult at ...

Learn More
Article-95938

September 20, 2018 |

What Surviving Spouses Must Be Prepared to Do Immediately After Losing A Loved One

Does your estate plan tie in directly with that of your spouse? This is one of the most common approaches to estate planning, but it ...

Learn More
Article-95935

September 19, 2018 |

How Can Better Financial Literacy Assist You with Your Estate Planning?

Do you have your finances in order? Do you know where you’d start if you wanted to make this a goal for the future? Most ...

Learn More
Article-95932

September 18, 2018 |

Make a Plan to Manage Your Loved One’s Digital Estate

Within an estate, some of the most important assets you want to list might be physical. But they also could be harder to tap into, ...

Learn More
Article-95929

September 17, 2018 |

Care for Your Pet Can Be Incorporated into Your Estate Planning

Most people care a great deal about their furry friends and consider them family members, which is why estate planning for your pets is so ...

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

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>