February 7, 2012 |
An Introduction to Asset Protection Planning
Almost everyone knows someone who had a problem and lost everything. Claims can, for example, allege professional liability, responsibility for a car accident, or unpaid ...
Learn MoreAn Introduction to Asset Protection Planning
Almost everyone knows someone who had a problem and lost everything. Claims can, for example, allege professional liability, responsibility for a car accident, or unpaid creditors. Whether meritorious or not, defense can be enormously costly. With our litigious society, with limited risk for those making liability claims, asset protection planning has become required for many and highly desirable for many more.
In this issue of The Wealth Advisor, we will provide an introduction to asset protection planning (what it is, types of risk, when to plan, what to expect in the planning process, and levels of planning) and how you can get started.
Schedule a meeting with a member of our advisory team
Blog
January 3, 2012 |
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 ...
Learn MoreDecember 9, 2011 |
Jeeves & the Estate Home: So What Exactly is an Estate Plan Anyway?
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 ...
Learn MoreFebruary 26, 2010 |
Protecting Your Clients From Sales & Use Tax Liability
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 ...
Learn MoreNovember 9, 2009 |
Estate Tax reform coming soon… or is it?
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 ...
Learn MoreOctober 11, 2009 |
What do you need to address for your family?
Your goal may be making sure your children & spouse are financially secure and to protect your assets from those who may ‘attack’ them. Perhaps ...
Learn MoreJune 1, 2009 |
Estate Planning for Non-Citizen Spouses
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 ...
Learn MoreApril 13, 2009 |
What Happens If I Die Without a Will?
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 ...
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 Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them
A family financial meeting can prepare adult children for future responsibilities without revealing every financial detail. Here are 10 things they should know before a crisis occurs. For many families, conversations about money happen only when circumstances force them to happen. A parent ...
<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Are You Paying Taxes Today That You Could Be Planning Around?
Proactive tax planning can help business owners and families identify tax-sensitive decisions before deadlines arrive. Explore six situations worth reviewing throughout the year. Tax planning is often associated with filing season. But ...
<p>The post Are You Paying Taxes Today That You Could Be Planning Around? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors
As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...
<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
