What Legacy Are You Leaving Behind For Your Family?
A recent study by Empathy.com has shown that the average family incurs over $12,000 in unexpected expenses after a family member passes…
Blog Category
Legacy Planning
Articles and insights on Legacy Planning from the Omni 360 Advisors team.
Schedule a meeting with a member of our advisory team
Your Legacy Is on The Line with Your Estate Planning
Your estate might end up being bankrupt unless you protect against very particular threats. Whether you are a family with plenty of…
Live a More Purposeful Life by Planning Ahead for Your Legacy
Planning your wishes for end of life concerns is never an easy prospect to consider. However, it gives you clarity on how…
Study Shows Americans Still Uncomfortable with Talking About Estate Planning and Inheritance
A new study conducted by Ameriprise determined that financial discussions within families generally go more smoothly than anticipated, however, there are unclear…
EZ Legal Services: Shortcut or Risk?
Despite the marketing that’s attempting to penetrate just about everywhere these days, there’s a lesson to be learned from online programs that…
About an Angel: Estate Planning Lessons from Farrah Fawcett
Recently, a number of legal battles have stemmed from Farrah Fawcett’s death. Perhaps most notably, the University of Texas sued Fawcett’s partner…
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 ...
