March 12, 2015 |
What Are the Steps Involved in Administering an Estate?
It’s important to recognize that after a loved one passes away, no more estate planning can be done, even if you believe that the current ...
Learn MoreWhat Are the Steps Involved in Administering an Estate?
It’s important to recognize that after a loved one passes away, no more estate planning can be done, even if you believe that the current plan is flawed. If you’re a party to administering the estate, you have to get to work pretty quickly to accomplish the tasks likely in front of you. 
Depending on your location, you may need to follow a series of steps to actually administer the estate:
Schedule a meeting with a member of our advisory team
Blog
March 11, 2015 |
Five Key Steps For Physicians to Reduce Estate Taxes and Protect Heirs
These days, physicians have a lot to worry about as they grow their assets. Many, after years of residency, are plunged into a higher income ...
Learn MoreMarch 10, 2015 |
Insulating Your Assets Against Lawsuits: Getting Started
Lance Armstrong has done it- insulated his assets from being totally exposed to creditors. But there are reasons that other people outside of public figures ...
Learn MoreMarch 9, 2015 |
Should Divorce Planning Be Included in Trusts?
Trust planning can be complex, which is why it should always be handled by an experienced estate lawyer. Depending on the type of trust you ...
Learn MoreMarch 6, 2015 |
Why Avoid Estate Planning or Business Succession Planning? Elder Law vs Estate Law; How to Choose an Estate Attorney; IRS & Tangible Property
Hear Neel Shah, Managing Attorney of the Law Firm of Shah & Associates, P.C. describe the highlights of this weekly Blog Posts. For the full ...
Learn MoreMarch 6, 2015 |
How to Choose an Estate Planning Attorney Who is Right For You
Putting your estate plan together and getting important questions answered is not something that should be underestimated. Selecting the professional that is right for your ...
Learn MoreMarch 5, 2015 |
Why People Often Avoid Estate Planning
Most people recognize the value of doing it, but it’s either so difficult to work into their frame of mind or it’s something that seems ...
Learn MoreMarch 4, 2015 |
Planning to Pass the Business to the Next Generation? You Need Succession Planning
There’s no doubt that it can be a real challenge for business owners to talk about succession planning. For some, it’s because their drive and ...
Learn MoreMarch 3, 2015 |
IRS Activates New Regulations for Tangible Property
It’s tax time again, and trustees and executors involved in portfolios with real estate as well as businesses holding property should be aware of the ...
Learn MoreMarch 2, 2015 |
What’s the Difference Between Elder Law and Estate Planning?
Even though there are often situations where these two practices blend into one another, talking about estate planning and elder law does not always mean ...
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>
