12.04.2013
Considering Gifting Your Home? Read This Before You Give Away The Castle.
Many parents want to believe that their children would never kick them out of their own home. However, the sad reality is that this has …
Blog
12.03.2013
Put It In Inc.: Using Corporate Formation to Shield Assets
Without the proper protection, a single claim against a person’s business can cause financial ruin for the owner. Importantly, a person’s business extends to more …
11.28.2013
Our version of TMZ: Estate Planning Blunders & The Famous People Who Committed Them
Famous people are like us in many ways. They are born, they pay taxes, they make estate planning blunders, and they die. A recent article …
11.27.2013
Considering Providing In-Home Care for a Loved One? Read This First
For some elderly citizens, remaining at home is no longer an option. Either physical or mental deterioration makes it impossible for them to carry out …
11.26.2013
Three Investment Structures for Asset Protection & Tax Planning
There is no one-size-fits-all asset protection strategy. Rather, asset protection needs to be completed for each individual or family and is based on particular needs. …
11.21.2013
Give Serious Consideration to End of Life Decisions
One major part of estate planning is determining what kind of care, if any, you would like to receive at the end of your life. …
11.20.2013
Information Overload: The Need to Know for Seniors and Medicare
With the changing field of health coverage and insurance thanks to the Affordable Healthcare Act, senior citizens who receive or are anticipating receiving Medicare may …
11.19.2013
Circle of Life: Live Events That Affect Your Asset Protection
Asset protection planning does not happen all at once. Rather, an individual’s or family’s asset protection strategies should grow and evolve with them. A recent …
11.14.2013
Choosing Your Executor
One of the most important estate planning decisions a person can make is deciding who will serve as the executor of the estate. This is …
11.13.2013
Long Term Care Planning: Understanding the Medicaid Look-Back Provision
For those engaged in the process of Long Term Care Planning, perhaps the most intimidating proposition is Medicaid’s look-back provision. This provision provides that certain …
Schedule your free Exploratory phone call
Click here to see how we
can be of assistance.
Careers/Open Positions
Explore all available job
listings and become a part of an amazing team.
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
Holiday Visits Are the Perfect Time to Check In on Retired Parents—Here’s What to Look For
Make the most of your holiday visit by checking in on your retired parents’ well-being, financial health, and estate planning. Here’s what to review while you’re together. Use the Holidays to Ensure Your Parents’ Well-Being—Financially and Otherwise The holidays are a time for celebration, family meals, and meaningful reconnection—but they’re ...
<p>The post Holiday Visits Are the Perfect Time to Check In on Retired Parents—Here’s What to Look For first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Understanding How Annuities Are Taxed: What Retirees and Legacy Planners Need to Know
Learn how annuities are taxed based on type, payout structure, and ownership—essential insights for retirees, estate planners, and beneficiaries. Annuity Taxation Explained: A Guide for ...
<p>The post Understanding How Annuities Are Taxed: What Retirees and Legacy Planners Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Investing Across Generations: What We Can Learn from Baby Boomers to Gen Z
Discover how different generations invest, what influences their financial decisions, and how you can use these insights to build a smarter investment strategy. From Boomers to Gen Z: Lessons in Investing Across the Generational Divide Every generation has its own approach to money, shaped ...
<p>The post Investing Across Generations: What We Can Learn from Baby Boomers to Gen Z first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
