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

Blog

Article-96767

November 21, 2019 |

Study Shows That Home Care Costs Have Grown Significantly

The charges for home care are now rising faster than those associated with nursing home care, according to Genworth’s most recent cost of care survey. ...

Learn More
Article-96763

November 19, 2019 |

Why is the First Attorney Meeting So Important with Estate Planning?

Your first meeting with a knowledgeable estate planning lawyer lays the groundwork for all of the things you will work together towards in the future. ...

Learn More
Article-96758

November 18, 2019 |

New Jersey’s Intestate Succession Laws

If you pass away without a will in New Jersey, your assets will be passed on to your closest relatives under laws established by New ...

Learn More
Article-96755

November 12, 2019 |

New Estate Tax Amounts Announced for 2020

The IRS has authority on the estate tax and gift tax amounts that affect individuals and families and recently announced changes to the estate tax ...

Learn More
Article-96750

November 11, 2019 |

Three Tips to Make Business Succession Planning a Breeze

No entrepreneur wants to think about a future in which they are not involved in their business without that being their own choice. It’s smart ...

Learn More
Article-96747

November 6, 2019 |

Where Should I Keep My Will?

If you already created your own will without the help of an attorney, it’s still a good idea to have a lawyer review your document ...

Learn More
Article-96744

November 5, 2019 |

When to Begin Asset Protection Planning

Are you concerned about your assets being exposed to risks? Worried that your personal assets could be tapped through a lawsuit or through a creditor ...

Learn More
Article-96741

November 4, 2019 |

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 ...

Learn More
Article-96737

October 30, 2019 |

Asset Protection Planning: What’s Your Personal Liability?

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 ...

Learn More
Article-96733

October 29, 2019 |

Are You Living in One of the Most Expensive States for Long Term Care?

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 ...

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

Q3 2026 Quarterly Outlook: A Changing Fed, Persistent Inflation and What Investors Should Watch

Explore the Q3 2026 economic outlook, including persistent inflation, changing Federal Reserve policy, cooling labor conditions, geopolitical risks, and considerations for long-term investors. The third ...

<p>The post Q3 2026 Quarterly Outlook: A Changing Fed, Persistent Inflation and What Investors Should Watch first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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>