Do You Think You Are Not Rich Enough to Consider the Benefits of Estate Planning?
The federal exemption for estate taxes in the United States is very generous, to the point that many people assume that they…
Schedule a meeting with a member of our advisory team
How to Estate Plan with Gifts That Are Shared by More Than One Beneficiary
Occasionally, clients ask their estate planning attorneys about how to leave behind shared gifts. This is an especially common scenario if you…
Do Beneficiary Designations Really Matter After Your Second Marriage?
Your estate planning documents certainly need to be updated after you get married for a second or third time, but have you…
Should I Create My Will or Designate Beneficiaries First?
If you have a limited period of time or if you are concerned about accomplishing your estate planning tasks in a particular…
What Happens If You Rely on Beneficiary Designations Alone to Transfer Your Assets?
Are you concerned about what will happen to your assets after you pass away? If so, you may be ahead of the…
Most Common Estate Planning Mistakes Related to Beneficiaries
Far too many people make mistakes related to their beneficiaries on their bank accounts, retirement accounts or life insurance policies. These mistakes…
What’s the Difference Between Primary & Secondary Beneficiaries?
When you fill out important forms with your IRA, 401(k) or your life insurance policy, you may be asked to distinguish between…
Getting Remarried? It’s Time to Update Your Estate Plan
Although there are many different things on your mind as you approach your big day and updating your estate plan may not…
When an Inheritance Passes Outside the Family, What Concerns Are Raised?
Any time that someone who is not related by blood is named as a beneficiary of an asset, lawsuits are a potential…
Married Without Children? An Estate Plan Can Help You Give Back
If you are married but do not have any children to pass down your assets to, look at estate planning as your…
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
Beyond the Numbers: How to Evaluate Investment Performance Claims
Learn how to evaluate investment performance claims, understand gross versus net returns, and consider investment risk before making financial decisions. Why Investment Performance Requires Context ...
Financial Advice in the Digital Age: What Families Should Know About Social Media, Testimonials, and Trust
Explore how social media, online reviews, and financial advertising influence financial decisions, and learn what families should consider before relying on online advice. Financial Information ...
DIY Investing vs. Hiring a Wealth Manager: When Does Professional Financial Guidance Make Sense?
Should you manage your own investments or hire a wealth manager? Explore the benefits, costs, and considerations of professional financial guidance versus DIY investing. Managing ...
