Generic selectors
Exact matches only
Search in title
Search in content
Post Type Selectors

Blog

Article-97308

September 1, 2020 |

What Are the Downsides of Challenging a Will?

It might seem like an initial gut reaction to challenge a will that you don’t believe is in line with what a parent or other ...

Learn More
Article-97305

August 28, 2020 |

What Do You Need to Know About Estate Planning Options with Potential Biden Tax Increases?

As we get closer to an election, it’s important to think about how your estate plan might need to be updated or changed altogether in ...

Learn More
Article-97294

August 26, 2020 |

Election Year Politics and Stock Market Forecasts

A recent New York Times article discussed the stock market impact of Joe Biden winning the 2020 presidential election. The article quoted Lori Calvasina, head ...

Learn More
Article-97289

August 25, 2020 |

Do You Really Need a Financial Plan?

You’ve heard about an estate plan and you might have even referenced an elder care plan, but do you know how your financial plan fits ...

Learn More
Article-97286

August 24, 2020 |

Navigating Divorce? Now Is a Good Time to Talk to Your Financial Advisor and Estate Planner

Each person in a couple needs a team to help them navigate the tricky waters of divorce. The financial breakup and dissolution of your marriage ...

Learn More
Article-97283

August 19, 2020 |

Estate Planning is Important Personal Finance for Young Adults

If you are currently in your 20s or 30s, it’s easy to brush off the idea of estate planning as something that is years down ...

Learn More
Article-97278

August 18, 2020 |

What to Keep in Mind If You’re Getting Divorced During the Pandemic

Plenty of people have rethought their life choices including the partners, their homes and even their careers as a result of the pandemic. If you ...

Learn More
Article-97275

August 17, 2020 |

Tracking Your Digital Assets with Your Estate Plan

Most of the material you probably own that is an asset inside your estate plan is tracked in the form of paper. You might have ...

Learn More
Article-97272

August 13, 2020 |

So You Own Cryptocurrency? You Definitely Need an Estate Plan

Has it been 10 or 20 years since you last updated your will or know that you created a trust at some point that was ...

Learn More
Article-97269

August 12, 2020 |

Think of Your Estate Planning as a Lifetime Gift

Did you know that you can leave behind a lifetime gift to your loved ones by doing the necessary work for your estate planning? End ...

Learn More

Schedule 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

How Do You Know When You Can Retire?

Retirement isn’t just about reaching a certain age—it’s about knowing your finances can support the life you want. Learn the key questions to ask before making the transition. How Do You Know When You Can Retire? For many people, retirement is one of life’s biggest milestones. ...

<p>The post How Do You Know When You Can Retire? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account

Understanding the rules for inherited IRAs is essential to avoiding costly mistakes. Learn the key differences between spouse and non-spouse beneficiaries, required distributions, and important planning considerations. An Individual Retirement Account (IRA) is often one of the ...

<p>The post Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End

Mid-year is the ideal time for business owners and high-net-worth families to review estate plans, tax strategies, retirement planning, and wealth transfer opportunities before year-end. As the calendar reaches its midpoint, many business owners and affluent families are focused on growing their businesses, managing investments, and enjoying the summer months. However, mid-year is also ...

<p>The post Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>