Some Strategies To Shield Your Money
If you wish to protect your money or assets or are about to receive a sudden windfall such as an inheritance, you…
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Asset Protection
Articles and insights on Asset Protection from the Omni 360 Advisors team.
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Florida Court Ruling Provides Guidance For Those Using Trust For Asset Protection
A recent appellate court ruling in Florida gives former spouses the legal grounds to take funds from a type of trust that…
Hoffman’s Will Raises Legal Issues
Actor Phillip Seymour Hoffman, who died of a drug overdose in February, had not updated his will in years. The mistake could…
Hotel Executive May Face Liability in Best Western Deaths
Damon Mallatere, president of Appalachian Hospitality Management, is in hot water after three hotel guests died of carbon monoxide poisoning. As a…
Keeping up with the Jones? How the Wealthiest Families are Protecting Themselves
While asset protection is important for many individuals, it is particularly important for high net worth families. Asset protection strategies for these…
Three Important Rules of Asset Protection
Asset protection planning is an important part of any estate plan. Incorporating asset protection strategies into an individual’s estate plan is the…
Cat & Mouse: Probate Avoidance as Asset Protection
Probate is a court-supervised process through which the provisions of a person’s will are carried out. Many people choose to avoid probate…
Leaving the Vault Open: A Revocable Trust Will Not Protect You From Creditors.
One popular misconception concerning estate planning is that any trust will protect an individual’s assets from creditors. However, as a recent article…
What About The Picasso? How to Manage Tangible Assets
As a recent article explains, high net worth families are increasingly turning to tangible assets to hold their wealth. A 2012 report…
Using a Trust to Protect Your Legacy
For parents of minor children, passing assets on to their children cannot be the only focal point of estate planning. Rather, parents…
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