Why Worrying About Asset Protection Planning is Worth It
In today’s busy world it’s easy to overlook the numerous responsibilities that you have on your plate. Thinking about estate planning, running a business, managing …
In today’s busy world it’s easy to overlook the numerous responsibilities that you have on your plate. Thinking about estate planning, running a business, managing …
There are always a handful of documents you should include in your estate plan to accomplish the most effective goals for you. This is true …
Did you know there are a lot of mistakes you can make in your estate planning process? Thankfully, many of them can be avoided successfully …
The estate planning process can be as complex or as simple as you need, but one fact remains: make sure you don’t overlook something. Missing …
If you are thinking ahead about your estate planning goals, it’s tempting to address your needs by filling out a form you found online. A …
Before your first meeting with an estate planning attorney, it’s a good idea to think about whether you already have any documents from years ago …
Having a loved one experience a health event that may prompt more intensive care presents a lot of unique challenges for all family members. It …
A new study from Wealth Counsel reveals that half of Americans believe estate planning is not for them and that it’s only for the extremely …
There’s a strong chance that your wedding checklist does not include a trip to your estate planning lawyer, but there’s a good reason it should: …
It’s Estate Planning Awareness Week and a good opportunity to remember that estate planning is about more than what happens when you pass away. It’s …
Click here to see how we
can be of assistance.
Explore all available job
listings and become a part of an amazing team.
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!
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>
Discover the most frequent mistakes windfall recipients make—overspending, poor tax planning, emotional missteps—and learn how high‑net‑worth individuals can avoid them. A large, unexpected sum of money can feel like unlimited possibility. ...
<p>The post Common Pitfalls After Unexpected Wealth—and How to Avoid Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Learn how the new SALT deduction cap in the One Big Beautiful Bill may create a tax torpedo for high-income earners—and what strategic planning can help you avoid it. How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It The recently proposed One Big Beautiful Bill (OBBBA) introduces sweeping tax changes—none more significant ...
<p>The post How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>