Medicaid: The Community Spouse and the MMMNA
When a Medicaid applicant has been approved and placed in a nursing facility, the community spouse’s income does not figure into determining eligibility for that …
When a Medicaid applicant has been approved and placed in a nursing facility, the community spouse’s income does not figure into determining eligibility for that …
A person given a one-third chance of survival in life is alerted to this fact. But in many cases a person whose business faces …
Although there’s plenty of talk about how you should prepare your assets for your death, it’s also beneficial to think about handling your debts. If …
In the process of putting together a risk management plan, your attorney or other advisor might suggest using a captive insurance company for your business. …
It’s been said that the CEO succession process is broken in America. Although many situations call for a new generation of leaders to take the …
The successful physician may find himself or herself suddenly catapulted into a whole new income bracket after years of education and training. With this new …
Wealthy taxpayers who have incomes above a certain threshold should be aware of some basic tips for shifting incomes and minimizing the hit of taxes. …
Although a revocable living trust is one of the most commonly recommended by an attorney when you are crafting your will or taking other estate …
When a liability issue arises, action is often too late even if it’s well-meaning. Early formation of an LLC or an asset protection trust in …
When confronted with what to do for business succession planning, a business owner might consider multiple options including passing the business on to other family …
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!
As political and economic noise increases in 2026, investors can stay grounded by focusing on earnings, AI productivity, and tax advantages. Discover key strategies from ...
<p>The post 2026 Market Outlook: Navigating Noise with Strategic Clarity first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Tax season is here—are you prepared? Discover key strategies for high earners, business owners, and legacy-minded families to reduce stress, optimize returns, and align with ...
<p>The post Are You Ready for Tax Season? Smart Strategies to Stay Ahead in 2026 first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Turn your New Year’s resolutions into action. Discover how to align tax, wealth, and legacy planning with your goals for 2026—and build a future worth ...
<p>The post New Year, Smarter You: Resolutions That Build Wealth and Protect Your Legacy in 2026 first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>