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

Blog

Article-4341

June 27, 2016 |

Comprehensive Asset Protection Planning Checklist

There are many different areas in which you may be vulnerable to a predatory attack during a lawsuit. For example, regular business activities, owning real ...

Learn More
Article-4337

June 23, 2016 |

Should My IRA Be Placed in a Trust?

Estate planning can be as complicated as you want them to be, but in many cases, you could benefit from setting up a meeting with ...

Learn More
Article-4334

June 22, 2016 |

Estate Planning Tips for Those 40 and Under

The truth is that it’s never too early to begin the process of estate planning, particularly if you have minor children. Estate planning allows you ...

Learn More
Article-4331

June 21, 2016 |

Planning for Business Succession and What You Need to Know About Sales

Any number of major companies can illustrate the importance of business succession planning. Succession planning issues always make for interesting news subjects especially when they ...

Learn More
Article-4328

June 20, 2016 |

More Than Half of All U.S. Parents Don’t Have a Living Trust or a Will

According to a research study from 2015, just slightly more than half of American parents have a living trust or valid will document. Even more ...

Learn More
Article-4325

June 16, 2016 |

Why Do I Need to Think About Medicaid Planning Now?

If you are relatively healthy now, you may think that you can skip out on the process of planning ahead for long-term care, but this ...

Learn More
Article-4321

June 15, 2016 |

How Business Succession Planning Can Help with Smooth Transitions

It’s imperative to think carefully about replacing any high-level employee in your business, but this is especially important as it relates to a CEO. There ...

Learn More
Article-4318

June 14, 2016 |

What’s an Asset Protection Trust?

The asset protection planning trust is still a relatively new tool for those interested in guarding against risk. In the late 1990’s, Delaware enacted legislation ...

Learn More
Article-4315

June 13, 2016 |

Common Misconceptions About Estate Planning 101

Even if you have not yet completed these documents, you probably have heard the terms “will” and “power of attorney” before. From that point, however, ...

Learn More
Article-4312

June 9, 2016 |

Estate Planning is Valuable for All Ages

Too many people make the mistake of assuming that you only need estate planning after you have accumulated significant resources or when you have children. ...

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

The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them

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>

Are You Paying Taxes Today That You Could Be Planning Around?

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>

When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors

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>