What is Probate?
Something I am asked regularly is “what is probate?” Often, that question is followed up with “how do I avoid probate?” I always find it …
Something I am asked regularly is “what is probate?” Often, that question is followed up with “how do I avoid probate?” I always find it …
While out driving yesterday, I passed a sign put up by a builder seeking to sell “Estate Homes.” Despite the fact that I deal with …
NOTE: THIS ARTICLE WAS CO-AUTHORED BY CHIRAG N. PATEL, ESQ. , SENIOR ASSOCIATE WITH SHAH & ASSOCIATES, P.C. Whether our clients are purchasing an existing …
What can accountants and financial advisors tell their clients to expect from Congress with respect to Estate Tax reform? According to a recent article in …
Your goal may be making sure your children & spouse are financially secure and to protect your assets from those who may ‘attack’ them. Perhaps …
When one or both spouses in a married couple living in the United States are not citizens of the United States, special planning may be …
A Last Will & Testament (commonly referred to as simply a Will) is a document that disposes of your property at the time of your death. A common …
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!
The One Big Beautiful Bill Act spans more than 800 pages and rewrites entire sections of the Internal Revenue Code, from individual rates to international sourcing ...
<p>The post OBBB 2025 Playbook: A Business Owner’s Guide to the New Tax Law first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Think estate planning is only for the ultra-wealthy? Discover why the middle class still needs wills, trusts, and POAs—even if you’re under the estate tax exemption in 2025. With the federal estate tax exemption set at $13.99 million per individual in 2025, many families assume estate planning is only relevant to the ultra-wealthy. ...
<p>The post Estate Planning for the Middle Class: Why It Matters Even If You’re Below the Tax Threshold first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Explore the implications of the $84.4 trillion wealth transfer from baby boomers to heirs, and learn how to prepare your family and legacy for this unprecedented shift. Understanding the Scale of the Transfer The magnitude of this wealth transfer is unprecedented. Baby boomers alone are set to account for $53 ...
<p>The post The Great Wealth Transfer is Here: What It Means for Your Family and Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>