Merging Two Families? Don’t Forget Your Finances
Becoming a blended family presents unique opportunities and some challenges with regard to your financial and estate planning. In 40% of all…
Blog Category
Blended Families
Articles and insights on Blended Families from the Omni 360 Advisors team.
Schedule a meeting with a member of our advisory team
Update Your Planning If a Divorce Is on the Horizon
Have you recently filed for divorce or are you in the midst of the proceedings to legally end your marriage? It’s easy…
Two Trust Tips for Blended Families and Second Marriages
Contemplating your estate planning considerations after getting married for a second time is especially important because there are critical issues that could…
What You Need to Know About Multi-Generational Estate Planning Concerns
U.S. families are increasingly opting to roll things together. In fact, data from a Pew Research Center analysis identified that 20% of…
Financial Matters You Must Consider in a Second Marriage
Day to day financial management, liabilities and assets are all of unique concern to people in second marriages or blended families. Whether…
Five Estate Planning Issues You Must Consider with a Second Marriage
Getting married for a second or third time is increasingly common in the United States. However, the complicated estate planning and financial…
Blended Families and Estate Planning: Looking Ahead
While estate planning is important for everyone, it's extremely important if you have a blended family. One of the biggest reasons for…
Blended Family Estate Planning
Everyone can benefit from some type of estate planning, but this process becomes all the more important in the event that you're…
Estate Planning and Remarriage: Mistakes to Avoid, Part 2
When you are getting married for the second or third time, there are important things you need to consider related to your…
Newlywed Estate Planning
While there is a great deal to celebrate getting ready for your wedding, don’t neglect this excellent opportunity to delve into 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 ...
