Article-123662

September 29, 2022 |

You Just Won Money in a Lawsuit: What Now?

No matter the subject of your lawsuit, there are a lot of emotions around when it finally concludes. If you’ve recently prevailed in a lawsuit ...

Learn More
Article-97855

May 13, 2021 |

Could Potential Beneficiaries Appeal a Will Contest or Trust Litigation Decision?

Overturning a trial court’s decision on a will or trust matter is not simple. This is largely due to the fact that in probate court ...

Learn More
Article-2264

March 26, 2014 |

Some Strategies To Shield Your Money

If you wish to protect your money or assets or are about to receive a sudden windfall such as an inheritance, you may want to ...

Learn More
Article-2115

March 19, 2014 |

Assisted Suicide Case Dismissed

A judge in Pennsylvania has thrown out a case of assisted suicide lodged against a nurse who was charged with murder last year for allegedly ...

Learn More
Article-1406

December 10, 2013 |

Separate Accounts From Your Spouse? Avoid This Asset Protection Pitfall!

It is becoming more commonplace for spouses and cohabitating unmarried couples to keep their financial accounts separate. While this strategy has many advantages, it comes ...

Learn More
Article-942

August 20, 2013 |

Can’t Touch This: Asset Protection is Important for Everyone

Asset protection strategies are vital in protecting a person’s ability to retire comfortably. Without these strategies, a person’s assets could easily be put at risk ...

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

What Happens When Your CPA, Financial Advisor, and Estate Planning Attorney Work as One Team?

Discover how an integrated team of tax, financial, and estate planning professionals can help business owners and families make more coordinated decisions, reduce complexity, and ...

<p>The post What Happens When Your CPA, Financial Advisor, and Estate Planning Attorney Work as One Team? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Why the Best Tax Planning Happens Before December

Tax planning is most effective before year-end. Learn how proactive strategies involving retirement contributions, charitable giving, capital gains, business deductions, and estate planning can help ...

<p>The post Why the Best Tax Planning Happens Before December first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Succession Isn’t Retirement: How Business Owners Can Build a Transition Plan That Protects Their Legacy

A successful business transition doesn’t happen by chance. Learn how succession planning helps business owners protect their legacy, preserve wealth, and prepare the next generation ...

<p>The post Succession Isn’t Retirement: How Business Owners Can Build a Transition Plan That Protects Their Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>