High Net Worth Clients Must Have Experienced Estate Planners
Anyone who has an extremely high net worth must be mindful of the many different ways that their assets and their overall…
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Asset Protection
Articles and insights on Asset Protection from the Omni 360 Advisors team.
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I Think My Estate Could Include Crypto Currency
Do you currently own stock in any cryptocurrency? If so, it's easy to forget about these funds inside your virtual wallet but…
What You Need to Know About Keeping Your Money in The Family
Part of estate planning is ensuring that the inheritance you pass on goes where you want it to after your death. But…
Protection Becoming Key in the Estate Planning Process
Inheritance is set to increase significantly in the coming years and baby boomers will now be passing on record amounts of wealth…
How Assets Are Distributed: What You Must Know
If you do not have an estate plan, the state will create one for you by intervening on your behalf. When you…
The Value of Leaving a Structured Plan Behind for Your Children
Far too many people put off the estate planning process for way too long and end up leaving behind a mess…
Proper Buckets for Your Retirement Planning & Estate Planning
The composition of your retirement portfolio affects your ability to support your lifestyle after you retire as well as what you can…
What Art Collectors and Dealers Should Know About Proposed Reform
The tax code reform framework on the table in DC does have some important ramifications for art related businesses and art…
What Role Does Your Community Play in Estate Planning?
As you tackle the subject of estate planning, you may have questions about what happens to excess money if you have…
Using Limited Liability Companies for Asset Protection Planning Purposes
Are you concerned that a lawsuit or other threat could jeopardize your personal finances? While some people face a higher likelihood of…
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