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Estate Planning
Articles and insights on Estate Planning from the Omni 360 Advisors team.
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When To Know It’s Time to Sell Your Business
Putting all of your effort into your business for many years is a common problem for entrepreneurs. They have a great deal…
Do Downturns Lead to Down Years?
Stock market declines over a few days or months may lead investors to anticipate a down year. But the US stock market…
Can You Name A Beneficiary For Crypto Assets In Your Estate Plan?
Do you hold crypto assets or are you looking into owning some? You need a plan for how you’ll hold it during…
Why A Will Isn’t Enough For Business Estate Planning
If you own a business, you need business succession planning and careful consideration about how to craft your estate planning to support…
What Expenses Are You Potentially Leaving Behind?
A recent study by Empathy.com has shown that the average family incurs over $12,000 in unexpected expenses after a family member passes…
What Are The Most Common Reasons That A Trustee Is Sued?
A trustee is an important person who has a great deal of responsibility assigned to them in the management and administration of…
Are You Falling For This Living Trust Myth?
A living trust, when used properly, can be an important component of your estate plan. In some cases, it may help to…
Meme Investing? Try Human Ingenuity Instead
What do mean stock investors and Wall Street have in common, and where are they different? How does humanity’s tendency to persevere…
Estate Plan Created Before 2010? It’s Time For An Update
Many things change in the state and national landscape over the years, and there's a good chance that many things have changed…
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