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Recent Posts
Why Every Family Needs an Estate Plan: Wills, Trusts, and Planning Beyond the Basics

Discover why estate planning isn’t just for the wealthy. Learn the difference between wills and trusts, when to use them, and how to avoid probate to protect your family’s future. ...

The post Why Every Family Needs an Estate Plan: Wills, Trusts, and Planning Beyond the Basics first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Business Owners Impact Tax Proposal/Big, Beautiful Bill: What You Need to Know Now

The One Big Beautiful Bill Act is generating significant attention for its sweeping tax and business reforms. While the bill has passed the House of Representatives and ...

The post Business Owners Impact Tax Proposal/Big, Beautiful Bill: What You Need to Know Now first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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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.


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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
Why Every Family Needs an Estate Plan: Wills, Trusts, and Planning Beyond the Basics

Discover why estate planning isn’t just for the wealthy. Learn the difference between wills and trusts, when to use them, and how to avoid probate to protect your family’s future. ...

The post Why Every Family Needs an Estate Plan: Wills, Trusts, and Planning Beyond the Basics first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Business Owners Impact Tax Proposal/Big, Beautiful Bill: What You Need to Know Now

The One Big Beautiful Bill Act is generating significant attention for its sweeping tax and business reforms. While the bill has passed the House of Representatives and ...

The post Business Owners Impact Tax Proposal/Big, Beautiful Bill: What You Need to Know Now first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more