Are You One of the Many Adults Who Find Finances Daunting?

September 18, 2019

Thinking ahead about your future requires careful and complex consideration of a variety of issues. A recent study by Unum shows that many adults find their finances daunting and therefore, forget to take action steps that can help to protect them or their loved ones.

According to this study, around 38% of adults in the United States state that their ability to manage their finances is very poor, poor or average. Another 40% stated that they did not know if they had a life insurance policy or openly acknowledge that they didn’t have one in place.

Given that a top cause of anxiety for many of these survey respondents was thinking about what would happen to their family members should they die unexpectedly; it can be very overwhelming to approach this process on your own.

Scheduling a consultation with an estate planning attorney, however, can help give you clarity on the action steps that are most important to take when thinking about protecting your future and the future of your loved ones.

An estate planning lawyer can help to remove some of the mystique or confusion around the process and give you powerful tools for next steps. Ignoring your opportunities to plan can set you up for failure in the future if something were to happen to you. Knowing the people you can turn to and count on in a time of need is critical; having the estate planning documents to support that is vital as well.


Practice Areas:



Schedule 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

Should You Prioritize Charitable Giving in 2025 — or Wait Until 2026?

With major tax law changes set to take effect in 2026, now may be the ideal time to evaluate your charitable giving strategy. Learn how ...

<p>The post Should You Prioritize Charitable Giving in 2025 — or Wait Until 2026? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

New IRS MATH Act Brings Clarity — Why Business Owners & High Net Worth Families Should Care

The IRS MATH Act, signed into law in late 2025, requires the IRS to “show its math” when it flags errors — meaning clearer notices, itemized adjustments, and a 60‑day window ...

<p>The post New IRS MATH Act Brings Clarity — Why Business Owners & High Net Worth Families Should Care first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Strengthen Your Retirement Strategy with a Roth 401(k): Tax-Free Growth for the Future

Discover how a Roth 401(k) can enhance your retirement plan with tax-free growth and flexible distribution options—ideal for high earners and long-term planners. Why a Roth 401(k) Might Be the Missing Piece in Your Retirement Plan When it comes to planning for retirement, diversification isn’t just about what’s in your portfolio—it’s also about ...

<p>The post Strengthen Your Retirement Strategy with a Roth 401(k): Tax-Free Growth for the Future first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>