Safeguard Your Wealth for Retirement
It is never too early to start planning for a long and comfortable retirement. A major part of retirement planning is safeguarding…
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Asset Protection Planning
Articles and insights on Asset Protection Planning from the Omni 360 Advisors team.
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Pass on the Bypass? Is a Bypass Trust Necessary?
Many people wonder whether bypass trusts are still necessary for asset protection. Even after the 2013 unified credit changes have been implemented…
Protecting the Nest Egg: Asset Protection for Retirement
By the time a person retires, he or she should have created an asset base that is sufficient to allow him or…
Make Sure Your “S” Is Covered: Estate Planning Considerations for S Corporations
It is important for those who hold shares in an S Corporation to carefully plan for the distribution of those shares. The…
“It’s For Your Own Good! – Protecting Your IRA For & From Your Children”
One important asset that many people pass on to their beneficiaries is their Individual Retirement Account (“IRA”). For many people, it is…
Two Strategies for Medicaid Planning
Many individuals who require a nursing home stay at the end of their life deplete their assets in order to pay for…
Can’t Touch This: Asset Protection is Important for Everyone
Asset protection strategies are vital in protecting a person’s ability to retire comfortably. Without these strategies, a person’s assets could easily be…
The Difference Between an LLP and LLC
In order to transfer assets to the next generation, some people may choose to use an LLP or LLC. Both of these…
How To Save Your Heirs From Your Debt
We will die, our debts will not. Many people falsely believe that any debts they have incurred will dissolve when they die.…
Insurance Considerations When Transferring An Asset To A Trust or LLC
Two popular and time-tested methods of wealth transfer are the trust account and limited liability company. While both of these options can…
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