If you’ve already made an appointment to discuss your estate planning options, it’s possible that your estate planning attorney recommended that you have other professionals in your corner, such as a CPA or accountant or even a financial advisor.
The truth is, much like estate planning professionals, not everyone thinks the same way about the financial planning process. It’s in your best interests to do appropriate due diligence and research to figure out whether the financial advisor you intend to work with is the right fit for you. 
October 15, 2018 |
If you’ve already made an appointment to discuss your estate planning options, it’s possible that your estate planning attorney recommended that you have other professionals ...
Learn MoreOctober 9, 2018 |
Transferring assets is one of the most complicated aspects of planning ahead for Medicaid. In fact, it often requires a knowledgeable estate planning attorney who ...
Learn MoreOctober 8, 2018 |
It can come as a significant shock if your beloved spouse passes away before you have had the opportunity to address a solo financial plan, ...
Learn MoreOctober 4, 2018 |
If you have read any of the recent studies or had a personal connection to someone who had to enter a nursing home suddenly, you ...
Learn MoreOctober 3, 2018 |
One of the most common questions presented to estate planning attorneys has to do with approaching Medicaid planning in the right way. Medicaid planning requires ...
Learn MoreOctober 2, 2018 |
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 MoreOctober 1, 2018 |
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 MoreSeptember 27, 2018 |
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 MoreSeptember 26, 2018 |
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 MoreSeptember 25, 2018 |
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 MoreClick here to see how we
can be of assistance.
This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.
Connect with us on Social Media using the following buttons:
Listen in, Join the Conversation!
A family financial meeting can prepare adult children for future responsibilities without revealing every financial detail. Here are 10 things they should know before a crisis occurs. For many families, conversations about money happen only when circumstances force them to happen. A parent ...
<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Proactive tax planning can help business owners and families identify tax-sensitive decisions before deadlines arrive. Explore six situations worth reviewing throughout the year. Tax planning is often associated with filing season. But ...
<p>The post Are You Paying Taxes Today That You Could Be Planning Around? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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>
