May 8, 2017 |
Include Planning for Higher Education in Your Estate Planning Goals
The assets you have in mind for your loved ones may include your thoughts on how they will be used, too. That’s why some ...
Learn MoreInclude Planning for Higher Education in Your Estate Planning Goals
The assets you have in mind for your loved ones may include your thoughts on how they will be used, too. That’s why some people choose to use tools such as trusts to maintain some level of control over how the assets are used. Were you hoping to leave behind some assets for your loved ones to help with educational costs?
Schedule a meeting with a member of our advisory team
Blog
May 4, 2017 |
Why You Need to Have a Conversation with Your Elderly Parents About the Difference Between a Will and Beneficiary Designations
Unfortunately, some adult children find out too late that their loved ones did not take all the necessary steps as it relates to estate planning. ...
Learn MoreMay 4, 2017 |
Liquid vs. Illiquid Assets to Leave Your Loved Ones
Estate planning is about more than deciding that you want to leave things behind to your loved ones- it’s also about deciding what you’ll be ...
Learn MoreMay 3, 2017 |
How to Effectively Approach Your Digital Accounts Before You Pass Away
There’s plenty of discussion about the benefits of traditional estate planning but you may also need to consider how your digital accounts are included as ...
Learn MoreMay 3, 2017 |
Asset Protection Planning: Thinking Ahead When You Get Married
Divorce is not inevitable but many people find the process of thinking about their future finances and ending their marriage as extremely difficult when they ...
Learn MoreMay 2, 2017 |
Planning Ahead if You Intend to Give Assets to Your Children Differently in Your Estate
Although the most popular way to approach your estate plan is to leave all assets equally to all your children. However, there are many situations ...
Learn MoreMay 2, 2017 |
The Threats for Wealthy Families Are on The Rise
Security threats are more prevalent than ever and multi-family offices are being targeted in the most recent round of attacks. According to a recent study, ...
Learn MoreMay 1, 2017 |
Do You Really Owe Your Kids an Inheritance?
It is never easy to approach the topic of estate planning for anyone. One of the most common reasons that people are uncomfortable with this ...
Learn MoreApril 27, 2017 |
Asset Protection Planning: You Need to Have It
Too many people realize that asset protection planning is valuable when it’s too late. For example, after a lawsuit is filed against a doctor or ...
Learn MoreApril 26, 2017 |
Why Caregivers are So Important for Those Individuals Who Have Disabilities
A 2011 study shared by the Centers for Disease Control and Prevention identified that the number of children who had developmental disabilities increased by 17% ...
Learn MoreSchedule 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
How Do You Know When You Can Retire?
Retirement isn’t just about reaching a certain age—it’s about knowing your finances can support the life you want. Learn the key questions to ask before making the transition. How Do You Know When You Can Retire? For many people, retirement is one of life’s biggest milestones. ...
<p>The post How Do You Know When You Can Retire? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account
Understanding the rules for inherited IRAs is essential to avoiding costly mistakes. Learn the key differences between spouse and non-spouse beneficiaries, required distributions, and important planning considerations. An Individual Retirement Account (IRA) is often one of the ...
<p>The post Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End
Mid-year is the ideal time for business owners and high-net-worth families to review estate plans, tax strategies, retirement planning, and wealth transfer opportunities before year-end. As the calendar reaches its midpoint, many business owners and affluent families are focused on growing their businesses, managing investments, and enjoying the summer months. However, mid-year is also ...
<p>The post Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
