White Team
Siobhan Kinealy, Esq
Trusts & Estate Planning Attorney
Siobhan Kinealy is a highly skilled attorney specializing in Trusts and Estates law. Born in Ireland and growing up in Liverpool, Siobhan has a career that has spanned both sides of the Atlantic and across corporate sectors. She has a BA History (UK), an LLB Law (UK) and a JD from Rutgers- Newark. She is an active member of the Irish American Community and was awarded the Irish Echo 40 Under 40 in 2022 in recognition for her professional and personal achievements. In 2023, Siobhan joined the prestigious list of Super Lawyers Rising Stars.
Visit my page
Angela Rudow
Estate Planning Legal Assistant
Angela assists all of our clients through their entire estate planning process. Together with our estate planning attorneys, she will ensure that your plan is the perfect fit for you.
Visit my page
Lilian Carey
Estate Planning Paralegal
In her day-to-day role, Lilian assists with drafting and reviewing important legal documents like wills and trusts, and works closely with both attorneys and clients to make the process as smooth as possible. Her goal is to simplify complex legal information and provide clear guidance to help clients feel secure about their estate planning decisions.
Visit my page
Neel Shah, Esq., CEPA, CFP®
Partner, Attorney & Financial Advisor
For the past 25 years, Neel Shah Esq, CEPA, CFP® has been dedicated to helping clients navigate all aspects of wealth, estate, and tax planning. His mission is to protect and grow his clients’ wealth through strategic and personalized legal, tax & financial solutions. Neel oversees both the lifetime & the legacy financial well-being of individuals, families, and businesses. In addition to his role as a wealth advisor, he is a seasoned attorney specializing in estate planning, business law, and tax law, bringing a comprehensive approach to wealth preservation and legal strategy.
Visit my pageSchedule your free Exploratory phone call
Click here to see how we
can be of assistance.
Careers/Open Positions
Explore all available job
listings and become a part of an amazing team.
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
OBBB 2025 Playbook: A Business Owner’s Guide to the New Tax Law
The One Big Beautiful Bill Act spans more than 800 pages and rewrites entire sections of the Internal Revenue Code, from individual rates to international sourcing ...
<p>The post OBBB 2025 Playbook: A Business Owner’s Guide to the New Tax Law first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Estate Planning for the Middle Class: Why It Matters Even If You’re Below the Tax Threshold
Think estate planning is only for the ultra-wealthy? Discover why the middle class still needs wills, trusts, and POAs—even if you’re under the estate tax exemption in 2025. With the federal estate tax exemption set at $13.99 million per individual in 2025, many families assume estate planning is only relevant to the ultra-wealthy. ...
<p>The post Estate Planning for the Middle Class: Why It Matters Even If You’re Below the Tax Threshold first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
The Great Wealth Transfer is Here: What It Means for Your Family and Legacy
Explore the implications of the $84.4 trillion wealth transfer from baby boomers to heirs, and learn how to prepare your family and legacy for this unprecedented shift. Understanding the Scale of the Transfer The magnitude of this wealth transfer is unprecedented. Baby boomers alone are set to account for $53 ...
<p>The post The Great Wealth Transfer is Here: What It Means for Your Family and Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
