Own a Financial Firm? It’s Time to Start Succession Planning
Many financial advisors are soon to be aging out of their companies. The average age of today’s financial advisors in the United States is in …
Many financial advisors are soon to be aging out of their companies. The average age of today’s financial advisors in the United States is in …
You’ve purchased car insurance to give you peace of mind if you’re ever in an accident. Based on the same potential exposure risk, you also …
Long term care costs could decimate your retirement planning if you don’t work out a plan to qualify for Medicaid in advance. Talking to an …
The topic of completing your will might give you some nerves because you don’t want to think about when you’re no longer around or because …
Even though receiving inheritance might seem like a welcome windfall for people in your family, there are some setbacks associated with receiving a substantial inheritance. …
Having the best financial practices in place is important for new and experienced physicians. Doctors are unique due to the significant amount of time they …
It’s that time of year to celebrate the season and enjoy opportunities with your family. This is also a good time, however, to sit down …
The intervention of a probate court might be necessary in your estate if you don’t discuss your options with an estate planning lawyer beforehand. Certain …
Whether you’re researching the option for a loved one or considering your own needs with nursing home care, it’s an important decision that factors in …
An advanced directive is a tool that can be used by anyone to explain the healthcare wishes of a person who is no longer able …
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>