Article-123849

January 24, 2023 |

Divorce Financial Implications to Consider

Divorce can be a difficult and emotionally charged process, but it’s important for couples to also consider the financial implications of ending their marriage. Here ...

Learn More
Article-120861

April 28, 2022 |

Should You Rewrite Your Will After Your Divorce?

Divorce represents plenty of changes in your life and it can be hard to keep track of all those details. Any major change in your ...

Learn More
Article-97286

August 24, 2020 |

Navigating Divorce? Now Is a Good Time to Talk to Your Financial Advisor and Estate Planner

Each person in a couple needs a team to help them navigate the tricky waters of divorce. The financial breakup and dissolution of your marriage ...

Learn More
Article-97278

August 18, 2020 |

What to Keep in Mind If You’re Getting Divorced During the Pandemic

Plenty of people have rethought their life choices including the partners, their homes and even their careers as a result of the pandemic. If you ...

Learn More
Article-97180

July 8, 2020 |

Revisiting Your Estate in the Wake of a Divorce

Going through a divorce is difficult and it shakes up your family structure and even your day-to-day life in a big way. There are also ...

Learn More
Article-4578

October 18, 2016 |

Remarrying? Update Those Planning Docs!

There’s a strong chance that your wedding checklist does not include a trip to your estate planning lawyer, but there’s a good reason it should: ...

Learn More
Article-4558

October 6, 2016 |

How Divorce Affects Your Estate Planning

If you’ve previously used one estate planning attorney for both you and your spouse, it may be a new opportunity to shop around and identify ...

Learn More
Article-4460

August 17, 2016 |

The First Thing You Need to Do After Your Divorce Is Final

While no one plans ahead for a divorce when they get married, if your marriage does come to an end there are certain steps you ...

Learn More
Article-3194

March 9, 2015 |

Should Divorce Planning Be Included in Trusts?

Trust planning can be complex, which is why it should always be handled by an experienced estate lawyer. Depending on the type of trust you ...

Learn More
Article-2722

August 6, 2014 | Beneficiaries

Newlywed Estate Planning

While there is a great deal to celebrate getting ready for your wedding, don’t neglect this excellent opportunity to delve into your estate planning as ...

Learn More

Browse our Archives

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

The Hidden Cost of Advisors Who Don’t Talk to Each Other

Financial decisions rarely happen in isolation. Learn how coordination among your financial advisor, CPA, estate attorney, and insurance professional can help create a more connected ...

<p>The post The Hidden Cost of Advisors Who Don’t Talk to Each Other first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Protecting the Digital Side of Your Financial Life

Learn how to protect financial accounts, retirement assets, digital records, and estate-planning information from fraud, identity theft, and cybersecurity threats. Financial planning often focuses on ...

<p>The post Protecting the Digital Side of Your Financial Life first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Your 2026 Retirement Savings Checkup: Are You Using the Right Accounts?

Review the 2026 retirement contribution limits and learn how Traditional, Roth, and business-owner retirement plans can support your broader tax, income, and estate-planning strategy. Saving ...

<p>The post Your 2026 Retirement Savings Checkup: Are You Using the Right Accounts? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>