Got 2020 Financial Goals? Don’t Skip These
The end of the year is the perfect time for reflection. If this year didn’t add up to all you’d hoped it would be and …
The end of the year is the perfect time for reflection. If this year didn’t add up to all you’d hoped it would be and …
Getting together for the holidays or to celebrate the new year gives you a great opportunity to reconnect with your loved ones. But if one …
Deciding to disinherit someone in your family is fraught with emotional considerations and concerns. Wondering whether or not you should inform the family member about …
Do you know how to decide whether or not you need a trust, a will, or both? Most people partner with an experienced estate planning …
Far too many Americans overlook the potential benefits of estate planning because they believe it’s too difficult, not necessary for their specific situation or too …
Have you thought about using various estate planning strategies, such as a trust, to establish some level of control and clarity during your estate planning …
If you own a company, you can’t afford to think just about the day to day. In fact, even planning ahead for your own company’s …
In the event that you become incapacitated, it will be important for anyone you have named as a power of attorney agent to be able …
The end of the year will quickly be here upon us. Many people have already started their holiday planning, but you can’t afford to neglect …
There’s a good chance that if you’ve been active with philanthropy and charitable giving, that it’s been a part of your life for as long …
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!
Explore key differences between charitable trusts, donor-advised funds, and foundations. Learn how high-net-worth individuals can align giving with tax strategies and long-term legacy planning. How to Select the Right Charitable Structure for Your Legacy Goals For business owners, families post-liquidity ...
<p>The post Choosing the Right Charitable Vehicle: A Strategic Guide for Legacy-Minded Families & Business Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
From estate planning to values‑based giving, learn how to transform your windfall into wealth that endures across generations—and aligns with your deepest purpose. Windfalls are rare. Generational wealth is rarer still. For business owners, legacy‑minded families, or anyone who’s recently come into a substantial ...
<p>The post Turning a Windfall Into a Lasting Legacy: Long Term Planning for Generational Wealth first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Discover the most frequent mistakes windfall recipients make—overspending, poor tax planning, emotional missteps—and learn how high‑net‑worth individuals can avoid them. A large, unexpected sum of money can feel like unlimited possibility. ...
<p>The post Common Pitfalls After Unexpected Wealth—and How to Avoid Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>