Article-95589

March 15, 2018 |

Gary Coleman’s Messy Estate Provides Lessons for Others

The child actor popular on the show, Diff’rent Strokes, passed away in 2010 in Utah. His less than perfect estate plan provides critical lessons for ...

Learn More
Article-95585

March 13, 2018 |

Don’t Allow Your Estate Plans to Lapse with Life Changes

You need to ensure that your estate plan incorporates unique considerations about changes in your life. Far too many people create their estate plan once ...

Learn More
Article-95552

February 22, 2018 |

Millennials and Estate Planning Must Mix

Millennials and estate planning sounds like it might not necessarily go together but far too many millennials jump to this conclusion and their family members ...

Learn More
Article-95546

February 20, 2018 |

Put Together the Plan Before You Need It with Estate Planning

Have you put off an estate plan because you don’t think you need it? Far too many families wind up dealing with the impact of ...

Learn More
Article-95543

February 19, 2018 |

New Tax Law Could Tremendous Windfall for Your Children

The new federal exemption amount has increased as a result of the new tax law, which means that the amount you or your estate can ...

Learn More
Article-95537

February 15, 2018 |

James Brown’s Estate Is Still Unsettled

Eleven years after the death of James Brown, his estate planning has fallen short in the plan to distribute his wealth efficiently. None of the ...

Learn More
Article-95527

February 8, 2018 |

Documents to Keep Indefinitely in Your Estate and Financial Planning Process

  Although in the previous three blogs, we’ve discussed getting rid of unnecessary paperwork and clutter after three months, one year and seven years, some ...

Learn More
Article-95524

February 7, 2018 |

Documents to Keep For At Least Seven Years in Your Financial and Estate Planning Process

  It can be difficult to figure out which documents you’ll need to have on hand, which ones should be stored in a safe deposit ...

Learn More
Article-95521

February 6, 2018 |

Documents to Keep for One Year: What You Should Know About Estate and Financial Planning

 Some documents need to be kept longer than the three-month period as discussed in yesterday’s blog. These should be stored in a safe location so ...

Learn More
Article-95513

February 1, 2018 |

Will Less Planning Occur Because Of High Estate Tax Exemptions?

Do you think you don’t need estate planning? Perhaps you did estate planning in the past, but you think that new high estate tax exemptions ...

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

Inflation, Uncertainty, and the Value of a Coordinated Advisory Team

Inflation affects more than your portfolio. Learn why coordinating your financial advisor, CPA, and estate planning attorney can help protect wealth, improve tax efficiency, and ...

<p>The post Inflation, Uncertainty, and the Value of a Coordinated Advisory Team first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Why Work With Omni360 Advisors? A Holistic Approach to Wealth, Business, and Legacy Planning

Discover how Omni360 Advisors helps business owners, executives, and multigenerational families navigate wealth management, business planning, tax strategy, and legacy planning through a coordinated advisory ...

<p>The post Why Work With Omni360 Advisors? A Holistic Approach to Wealth, Business, and Legacy Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Spousal Lifetime Access Trusts (SLATs): A Strategic Tool for Wealth Preservation and Family Flexibility

Learn how Spousal Lifetime Access Trusts (SLATs) can help families transfer wealth, reduce potential estate taxes, and maintain financial flexibility for future generations. For many ...

<p>The post Spousal Lifetime Access Trusts (SLATs): A Strategic Tool for Wealth Preservation and Family Flexibility first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>