January 27, 2015 |
Top Beneficiary Mistakes: Part One
Too often, the process of naming a beneficiary gets overlooked as the “easy part” of estate planning, but this also means that many mistakes can ...
Learn MoreTop Beneficiary Mistakes: Part One
Too often, the process of naming a beneficiary gets overlooked as the “easy part” of estate planning, but this also means that many mistakes can lead to problems down the line. Here is part one of the most common mistakes made in the process of naming a beneficiary. Tune in tomorrow for another post on the same topic! 
Mistake #1 : Not Reviewing Them Often Enough
Schedule a meeting with a member of our advisory team
Blogs for Estate Planning
January 26, 2015 |
Veil Piercing Allowed: A Closer Look at Wyoming’s Recent Case
In a recent case out of Wyoming involving Greenhunter Energy and Western Ecosystems Tech, the Wyoming Supreme Court rendered a decision that allowed the piercing ...
Learn MoreJanuary 24, 2015 |
Shah & Associates Weekly Blog Summary – Week of January 19, 2015
Hear Neel Shah, Managing Attorney of the Law Firm of Shah & Associates, P.C. describe the highlights of this weekly Blog Posts. Visit us ...
Learn MoreJanuary 21, 2015 |
Estate Planning: Not a One-Time Process
It’s not always easy to think about the inevitable or to get knee deep in the financial or other details of your estate plan, but ...
Learn MoreJanuary 19, 2015 |
Using Communication To Make Estate Planning Easier
Estate planning is a valuable exercise at just about any stage of life, but an often-overlooked aspect of planning has to do with communicating the ...
Learn MoreJanuary 19, 2015 |
Major Changes Ahead in Wealth Transfer
Over the next several decades, trillions of dollars will be passed on to younger family members, representing what is considered the largest transfer of wealth ...
Learn MoreJanuary 19, 2015 |
Estate Planning for Business Owners: Initial Tips
Many business owners want to pass on the family business to their kids, but it’s important to remember that this should be a decision ...
Learn MoreJanuary 16, 2015 |
Shah & Associates Weekly Blog Summary – Week of January 12, 2015
Hear Neel Shah, Managing Attorney of the Law Firm of Shah & Associates, P.C. describe the highlights of this weekly Blog Posts. Call us ...
Learn MoreJanuary 15, 2015 |
Planning Checklist for A Money Conversation With an Aging Parent
Even in the tightest of families, talking about money can make anyone nervous. If you’ve got an aging parent, though, it’s a wise idea to ...
Learn MoreJanuary 14, 2015 |
Trust or Will: Which One is Right For You?
Whether you need a will or a trust in your estate plan is dependent on numerous factors, especially your income, the value of your assets, ...
Learn MoreBrowse 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
Estate Planning for Business Owners: Protecting What You’ve Built
Discover why estate planning is a critical part of business ownership. Learn how a thoughtful plan can help protect your company, family, employees, and long-term legacy. Why Estate Planning Is Essential for Business Owners Building a ...
<p>The post Estate Planning for Business Owners: Protecting What You’ve Built first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Common Accounting Challenges Jewelry Store Owners Face — And How Omni 360 Advisors Can Help
Running a successful jewelry store requires much more than sourcing beautiful inventory and delivering exceptional customer service. Behind every thriving jewelry business is a strong financial foundation supported by accurate accounting, effective reporting, and proactive ...
<p>The post Common Accounting Challenges Jewelry Store Owners Face — And How Omni 360 Advisors Can Help first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Q2 2026 Market Update: Staying Focused in a Changing Environment
A review of second-quarter market developments, economic trends, and key considerations for investors focused on long-term financial success. Q2 2026 Market Update: Staying Focused in a Changing Environment As we close the second quarter of 2026, investors continue to navigate a landscape shaped by ...
<p>The post Q2 2026 Market Update: Staying Focused in a Changing Environment first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
