Tips for Sorting Through Finances After You Have Lost A Loved One
Resolving finances of a loved one who has recently passed away can be especially complicated, particularly if you were not looped in…
Blog Category
Estate Administration
Articles and insights on Estate Administration from the Omni 360 Advisors team.
Schedule a meeting with a member of our advisory team
Does it Really Take a Year to Settle an Estate?
Understanding how long it could possibly take to settle an estate is an important issue that must be taken under consideration by…
Be Prepared to Tell Your Representatives What Is involved in Settling an Estate
Are you thinking about appointing someone to handle your estate after you pass away? This is a wise decision and one that…
What to Do If You’re Stressed Out by Receiving a Large Inheritance
If you find yourself overwhelmed and with some anxiety after receiving a large inheritance, you're not alone. This can be a…
How Is an Administrator in New Jersey Appointed When There is No Will?
When there is no will established by a person, a personal representative or administrator will be appointed by the surrogate's court. The…
Lessons from the Joan Rivers Estate
Joan Rivers was heralded as a stellar performer, but she also left behind a legacy as an incredible businesswoman. Her estate included…
Robin Williams’ Trusts Call for Conversation About Trust Privacy
The loss of Robin Williams last week certainly sent ripples across the country, but it also highlights an important topic for your…
How To Handle Leaving Unequal Amounts To Your Children
Many parents divide their assets equally among their children. That’s the easy way. But what if you want to give more to…
Teenager Gets $25 Million Fortune – With One Catch
Actor Paul Walker of Fast & Furious fame, who died in a car accident in November, left his entire fortune of $25…
Hoffman’s Will Raises Legal Issues
Actor Phillip Seymour Hoffman, who died of a drug overdose in February, had not updated his will in years. The mistake could…
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 ...
