Article-4363

July 6, 2016 |

What to Do After a Loved One Passes Away

  The death of a close friend or a family member can rock your world in big ways. There are many different legal matters that ...

Learn More
Article-2655

June 16, 2014 |

Avoiding Estate Planning Mistakes: Unfunded Living Trusts

When used properly, living trusts can be valuable tools for passing on assets. When planned for early on, you can really maximize what a beneficiary ...

Learn More
Article-2526

May 1, 2014 | Estate planning

The N.Y. State of Mind: Changes to New York Gift Tax and Estate Laws

At the end of March, Governor Cuomo approved changes to New York’s estate and gift tax laws while also making amendments to income tax rules. ...

Learn More
Article-2500

April 25, 2014 | Estate planning

For the Furry Ones in Your Life: Estate Planning With Pets in Mind

Although many people have heard about the traditional aspects of estate planning, like a will, it’s all too often forgotten that you may have others ...

Learn More
Article-2494

April 24, 2014 | Estate planning

Estate Planning and Reproductive Technology

Unfortunately, estate planning law hasn’t really stayed on pace with reproductive technology and rights, generating quandaries about inheritance rights. It would make sense that children ...

Learn More
Article-1745

February 20, 2014 |

About an Angel: Estate Planning Lessons from Farrah Fawcett

Recently, a number of legal battles have stemmed from Farrah Fawcett’s death. Perhaps most notably, the University of Texas sued Fawcett’s partner Ryan O’Neal for ...

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

Q1 2026 Market Recap: Key Trends and Strategic Takeaways for Investors

A comprehensive Q1 2026 recap covering market trends and strategic insights for business owners and investors navigating today’s evolving landscape. Q1 2026 Market Recap: Navigating ...

<p>The post Q1 2026 Market Recap: Key Trends and Strategic Takeaways for Investors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Bear vs. Bull Markets: What Retirees Need to Know to Navigate Market Cycles

Market cycles are a natural part of investing—but for retirees, they carry a different weight. Unlike those in accumulation years, retirees are often drawing income ...

<p>The post Bear vs. Bull Markets: What Retirees Need to Know to Navigate Market Cycles first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Estate Planning for Blended Families: Protecting Your Partner While Preserving Your Children’s Inheritance

Learn how to balance providing for your spouse or partner while safeguarding your children’s inheritance in a blended family estate plan. Explore strategies, pros, and ...

<p>The post Estate Planning for Blended Families: Protecting Your Partner While Preserving Your Children’s Inheritance first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>