When to Use a Family LLC
Most people have heard about LLCS, but you might not be aware of the best situations to use them when it comes…
Blog Category
Family Limited Partnerships
Articles and insights on Family Limited Partnerships from the Omni 360 Advisors team.
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Special Planning for Second Marriages: Lessons Learned From Casey Kasem
The recent news hoopla over Casey Kasem illustrates an important lesson for planning your own estate: things may change when you throw…
What About Blended Families?
Planning for blended families presents particular challenges when it comes to ensuring your wishes are carried out. While every situation is unique,…
Keys To Selling Your Family Business
There are plenty of challenges to running a successful family business. But they can look like a hop, skip and a jump…
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…
How to Plan for, or Avoid, Transfer Taxes
As a recent article suggests, estate planning encompasses a lot more than most people would think. Not only does estate planning allow…
Planning for Blended Families: Part I – Intake Process
The “blended family” comprises a fast-growing segment of U.S. households. Whether you arean attorney or investment advisor, there is an advantage in…
What is a Family Limited Partnership (or Family Limited Liability Company)?
There are many sophisticated estate planning strategies available to affluent families to ensure that the majority of their hard earned money stays…
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