April 3, 2013 |
Why Everyone Needs An Estate Plan
With the current estate tax exemption over $5 million – $5.25 million to be exact – many people wonder if estate planning is necessary for ...
Learn MoreWhy Everyone Needs An Estate Plan
With the current estate tax exemption over $5 million – $5.25 million to be exact – many people wonder if estate planning is necessary for them. As a recent article points out, the answer is yes.
Schedule a meeting with a member of our advisory team
Blogs for Wills
November 7, 2012 |
Learning From Celebrity Mistakes: The Case of the Houston Estate
The premature death of six-time Grammy winner Whitney Houston should serve as a somber reminder that wills not only need to be created, but updated ...
Learn MoreOctober 11, 2009 |
What do you need to address for your family?
Your goal may be making sure your children & spouse are financially secure and to protect your assets from those who may ‘attack’ them. Perhaps ...
Learn MoreJune 1, 2009 |
Estate Planning for Non-Citizen Spouses
When one or both spouses in a married couple living in the United States are not citizens of the United States, special planning may be ...
Learn MoreApril 13, 2009 |
What Happens If I Die Without a Will?
A Last Will & Testament (commonly referred to as simply a Will) is a document that disposes of your property at the time of your death. A common ...
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
The 5 Financial Decisions You Should Review Every Year—Even When Nothing Has Changed
An annual financial review can help keep your tax strategy, investments, insurance, estate plan, beneficiaries, and retirement goals aligned with your life and priorities. Financial ...
<p>The post The 5 Financial Decisions You Should Review Every Year—Even When Nothing Has Changed first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Should You Gift Money to Your Children Now or Leave It to Them Later?
Should you give money to your children during your lifetime or leave it as an inheritance? Explore the family, tax, control, and legacy considerations that can help guide the decision. For many successful families, estate planning eventually raises ...
<p>The post Should You Gift Money to Your Children Now or Leave It to Them Later? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
What Happens to Your Financial Life When You Retire? A 12-Month Checklist
Retirement changes more than your work schedule. Use this 12-month retirement checklist to review Medicare, Social Security, cash flow, portfolio withdrawals, taxes, estate documents, and employer benefits. Retirement is often described as a milestone, but financially, it ...
<p>The post What Happens to Your Financial Life When You Retire? A 12-Month Checklist first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
