New Study Reveals Estate Planning Concerns of Cryptocurrency Owners
Are you an owner of cryptocurrency? A recent study might reflect some of the feelings that you have about your investment in…
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Asset Protection
Articles and insights on Asset Protection from the Omni 360 Advisors team.
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The Financial Outlook for Workers has Changed
As a result of Covid-19, many people are thinking about estate planning and financial planning in a whole new different way. Having…
What’s the Appeal of Using a Trust?
A YouGov study found that over three quarters of Americans recognize that estate planning is essential but only 40% of people within…
Don’t Forget a Tax Strategy for Your Stock Options
Executive compensation packages have increasingly included stock options in the last several years. This means that from an estate planning perspective, you…
What Major Life Events Should Prompt You to Consider Estate Planning Again?
It has often been said that far too many people don't have the necessary estate planning tools prepared and therefore put them…
Getting the Benefit of Reduced Time and Money Expended with Your Estate
There are many different reasons that you should put together an estate plan, not the least of which is giving yourself peace…
What You Need to Know About Successfully Managing A Financial Windfall
While some people certainly are successful when winning the lottery or receiving a large inheritance, the vast majority are unsure of how…
What Does Bankruptcy Have to Do with Asset Protection Planning?
Bankruptcy can play a role in asset protection planning but only when you have an attorney to help walk you through this.…
A New Generation of Those Set to Receive Assets Should Be Prepared with Estate Planning
More than $30 trillion will be transferred from baby boomers to future generations in the coming years, but most of this younger…
Make Sure You Include a Living Trust as Part of Your Retirement Planning
Have you ever heard about how a living trust can help you to accomplish your estate planning goals? Many people know that…
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