December 22, 2016 |
Key Things You’ve Got to Know for Small Business Succession Planning
No matter the size of your business, it’s important to think ahead to the future. This could be one of the most important ways that ...
Learn MoreKey Things You’ve Got to Know for Small Business Succession Planning
No matter the size of your business, it’s important to think ahead to the future. This could be one of the most important ways that you protect your loved ones and also ensure a successful financial future for your business. What follows are several of the most important tips to keep in the back of your mind when it comes to succession planning. The longer you put off the process of succession planning with an attorney the harder it will be to take action.
Here are four tips you need to use to maximize your succession planning opportunities immediately. These include:
Schedule a meeting with a member of our advisory team
Blog
December 21, 2016 |
Top Tips for Talking About Your Estate Plan
As you gather with family for this holiday season, keep in mind that talking about your estate plan could become difficult if you have plans ...
Learn MoreDecember 20, 2016 |
Do You Really Need Consistent Maintenance for Your Estate Planning?
When it comes to putting together the critical documents that outline what will happen to you in the event that you become incapacitated or your ...
Learn MoreDecember 19, 2016 |
Steps You Must Take If You Are Approaching Retirement
During the holidays there is a good chance that your life is busier than ever so this might mean that you are looking at a ...
Learn MoreDecember 15, 2016 |
Five Essential End of Life Documents That You Should Have Organized
Many people can share a horror story about a loved one who did not have appropriate end of life care documents set up when an ...
Learn MoreDecember 14, 2016 |
Planning to Move? Think Carefully About Estate Planning First
If you are thinking about possibly becoming a snowbird, it’s a good idea to do some financial and estate planning first. A recent study from ...
Learn MoreDecember 13, 2016 |
What You Need to Know About the Incapacity Trigger in Estate Planning
Estate planning is about more than thinking of who will inherit your assets when you pass away. It is also important to think about who ...
Learn MoreDecember 12, 2016 |
Creditor Protection for IRAs and Beneficiaries: Keep This Estate Planning Tip in Mind
An individual retirement account offers significant tax-deferred savings as a savings vehicle. Unfortunately, many people don’t realize that tax deferral is not the only benefit ...
Learn MoreDecember 8, 2016 |
Reasons You Need a Medical Power of Attorney
A medical power of attorney may also be referred to as a healthcare surrogate or a healthcare proxy, but this critical document allows you to ...
Learn MoreDecember 7, 2016 |
How You Can Avoid Your Family Being the 50% of Americans Who Do Not Have a Will
Many people express discomfort when it comes to talking about their own mortality or putting together an estate plan. Many more individuals simply believe that ...
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
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>
The Power of Gifting: A Smart Strategy for Estate, Tax, and Financial Planning
Discover how strategic gifting can help reduce future estate taxes, support loved ones, and create a lasting legacy as part of a comprehensive estate and financial planning strategy. When most people think about estate planning, they picture wills, trusts, and beneficiary designations. While those documents are essential, one often-overlooked strategy can provide ...
<p>The post The Power of Gifting: A Smart Strategy for Estate, Tax, and Financial Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
