August 6, 2014 | Beneficiaries
Newlywed Estate Planning
While there is a great deal to celebrate getting ready for your wedding, don’t neglect this excellent opportunity to delve into your estate planning as ...
Learn MoreNewlywed Estate Planning
While there is a great deal to celebrate getting ready for your wedding, don’t neglect this excellent opportunity to delve into your estate planning as well. Unfortunately, as you may already know, accidents can happen at any time. Of course we all hope that nothing impacts your new family and celebrations, but it is critical that you discuss your plans with your new spouse and outline your plans early. Remember that it will be much easier to update them later on once you have decided on the proper documents, but that you should never neglect putting your plan together entirely.
Schedule a meeting with a member of our advisory team
Blog
August 5, 2014 | Estate planning
Do I Need a Trust?
As trusts have gotten more popular and evolved in type to appeal to a lot of people, so now you might be under the impression ...
Learn More
August 4, 2014 | Asset Protection Planning
What is a Self-Settled Trust? Asset Protection & Tax Savings.
Right now, gift and generation skipping transfer tax exemptions, set at $5.34 million each, have caused a resurgence in interest regarding self-settled trust. As of ...
Learn More
August 1, 2014 | Asset Protection Planning
Indian HSBC Client Found Guilty of Hiding Offshore Accounts
Offshore account taxpayer Ashvin Desai was recently sentenced to six months in prison in addition to six months of home confinement for not reporting foreign ...
Learn More
July 31, 2014 | Asset Protection Planning
Supreme Court Decision: Inherited IRA NOT Protected
A recent decision from the Supreme Court means there’s no better time than now to review your estate plans and ensure that you have identified ...
Learn More
July 23, 2014 | Asset Protection
How Did Shelly Sterling Control the Clippers Sale Decision?
The Los Angeles Clippers sale recently seemed to go ahead just the way that most players, fans, and the NBA commission wanted it, leading to ...
Learn MoreJuly 22, 2014 | Blended Families
Estate Planning Tips for the Blended Family
Second or third marriages can be very fulfilling, but they also bring their own set of challenges when it comes to estate planning. There could ...
Learn MoreJuly 21, 2014 | Business Law
Hey Buddy? Questions to Ask Before Going Into Business With a Friend
It’s exciting to think about the prospect of going into business with someone you already know, but this step should be taken carefully or you ...
Learn MoreJuly 18, 2014 | Charitable Giving
When to Think About Charitable Remainder Unitrust Alternatives
For many individuals approaching estate planning, charitable giving is going to factor into the equation somehow. The most popular way of passing on assets currently ...
Learn MoreJuly 17, 2014 | Estate planning
For The Ladies: Special Estate Planning Considerations for Women
For the most part, financial planning and estate planning tools are very similar for men and for women, but there are several facts that result ...
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
The Bond Market Today: How Iran, Inflation, and Interest Rates Are Influencing Fixed Income
Geopolitical tensions and rising oil prices are influencing inflation expectations and interest rate outlooks. Explore how current bond market dynamics may affect investors. Global events ...
<p>The post The Bond Market Today: How Iran, Inflation, and Interest Rates Are Influencing Fixed Income first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Understanding Gift Tax Returns: What They Are, When to File, and What You Need to Know
Learn what a gift tax return is, when it must be filed, key tax implications, deadlines, and how adding children to assets may trigger reporting requirements. Understanding Gift Tax Returns: A Practical Guide for Individuals and Families Gift giving is often part of a ...
<p>The post Understanding Gift Tax Returns: What They Are, When to File, and What You Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Donor Advised Funds: A Strategic Tool for Estate Planning, Tax Efficiency, and Multigenerational Wealth
Learn how donor-advised funds can support estate planning, reduce tax exposure, and simplify charitable giving for high-net-worth individuals and families. Donor-Advised Funds: Aligning Philanthropy with Financial Strategy For individuals and families focused on long-term wealth stewardship, charitable giving is often more than an act of generosity—it’s a strategic component ...
<p>The post Donor Advised Funds: A Strategic Tool for Estate Planning, Tax Efficiency, and Multigenerational Wealth first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
