Five Tips to Avoid the Probate Process
You might have heard that probate is an expensive and time-consuming process, and that is certainly true. Another added downside of probate…
Schedule a meeting with a member of our advisory team
Can Probate Really Take as Long as Six Months?
One of the most common reasons for people to initiate the estate planning process early on is to avoid the process of…
Is Not Avoiding Probate a Huge Mistake on Your Part?
When assets pass to others through a will, this means that your estate goes through the probate process. Probate can be very…
Probate 101: What You Need to Know to Conduct Your Estate Planning
Probate is the term for a legal procedure that is used to settle a decedent’s estate, when they have not taken the…
Small Estates Can Avoid Probate as Well
If you have a relatively simple estate and have already listed someone as a beneficiary on all of your investments and life…
What You Should Know About Probate and How to Avoid It
The topic of probate can generate many different questions for people approaching the estate planning process but one of the most common…
Lessons from the Joan Rivers Estate
Joan Rivers was heralded as a stellar performer, but she also left behind a legacy as an incredible businesswoman. Her estate included…
Robin Williams’ Trusts Call for Conversation About Trust Privacy
The loss of Robin Williams last week certainly sent ripples across the country, but it also highlights an important topic for your…
Do I Need a Trust?
As trusts have gotten more popular and evolved in type to appeal to a lot of people, so now you might be…
Thanks, But No Thanks. State Estate Taxes & Disclaimer-Based Approach
Twenty-one states have their own estate taxes, including New York and New Jersey. Many of these states have exemption amounts beneath the…
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
Beyond the Numbers: How to Evaluate Investment Performance Claims
Learn how to evaluate investment performance claims, understand gross versus net returns, and consider investment risk before making financial decisions. Why Investment Performance Requires Context ...
Financial Advice in the Digital Age: What Families Should Know About Social Media, Testimonials, and Trust
Explore how social media, online reviews, and financial advertising influence financial decisions, and learn what families should consider before relying on online advice. Financial Information ...
DIY Investing vs. Hiring a Wealth Manager: When Does Professional Financial Guidance Make Sense?
Should you manage your own investments or hire a wealth manager? Explore the benefits, costs, and considerations of professional financial guidance versus DIY investing. Managing ...
