Your Legacy Is on The Line with Your Estate Planning

June 27, 2018

Your estate might end up being bankrupt unless you protect against very particular threats. Whether you are a family with plenty of wealth, a middle-class person, or a successful business owner, if you haven’t completed the process of asset protection planning and shielded yourself against the possibility of lawsuits, your entire legacy and all of the assets you have worked so hard to build and save could be on the line. Comprehensive estate planning without asset protection leaves you exposed to the risk of just one lawsuit. legacy-planning

These lawsuits can be financially ruinous and can devastate your loved ones for generations. Conventional estate planning in conjunction with asset protection planning, must be done in order to ensure that you are sending along the maximum amount when you pass away.

Furthermore, you need to protect your current wealth from being devastated by lawsuits prior to passing away. Since traditional estate planning only encompasses half of the problem, you need to ensure that your lawyer is thoroughly experienced in the asset protection planning process.


Practice Areas:



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

Health Care: The Hidden Retirement Cost You Can’t Afford to Ignore

Health care is one of the most significant and often underestimated retirement expenses. Explore Medicare, long-term care, and tax planning considerations for affluent families. When most people think about retirement planning, they focus on investment ...

<p>The post Health Care: The Hidden Retirement Cost You Can’t Afford to Ignore first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

The Risks of Concentrated Stock: Evaluating Single-Stock Exposure

A concentrated stock position can significantly impact portfolio risk and tax planning. Explore considerations for executives, founders, and business owners managing single-stock exposure. Success often creates complexity. For business owners, executives, ...

<p>The post The Risks of Concentrated Stock: Evaluating Single-Stock Exposure first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

2026 Social Security Changes: Tax and Benefit Considerations for High-Net-Worth Individuals

Review key 2026 Social Security updates and planning considerations for high-net-worth individuals, business owners, and multigenerational families. Social Security is often viewed as a baseline retirement benefit. For high-net-worth individuals and business owners, however, it can still play a meaningful role—particularly in the context of tax planning, ...

<p>The post 2026 Social Security Changes: Tax and Benefit Considerations for High-Net-Worth Individuals first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>