Life Insurance Should Be Included as Part of Your Estate Plan
Life insurance can be a powerful planning tool when used in conjunction with the remainder of your estate plan. Having an estate…
Blog Category
Life Insurance
Articles and insights on Life Insurance from the Omni 360 Advisors team.
Schedule a meeting with a member of our advisory team
Does My Life Insurance Policy Pass Through Probate?
Probate assets and non-probate assets raise all kinds of questions for people approaching the estate planning process. It can be difficult to…
Life Combination Policies May Fill Long Term Care Gap
Long term care insurance is known as one of the most expensive forms of insurance out there and it is extremely important for…
Do I Still Need Life Insurance In Retirement
When you’re retired, your cash flow is extremely important, and there's a good chance that you've spent a great deal of your…
Estate Taxes on Life Insurance & Life Insurance Trusts (“ILITs”)
https://www.youtube.com/watch?v=yYFF6lOoYxo Many Americans may be unaware of what an irrevocable life insurance trust ("ILIT") is, let alone the benefits it may provide…
Do you feel lucky? What is a Quick Draw Buy-Sell Agreement?
Many business owners have a buy-sell arrangement set up for the future. It’s helpful to draw out these directions in advance, especially…
Discuss Finances Before Saying ‘I Do’
If you or someone you know is planning a wedding anytime soon, there are many things to consider. One of the most…
For the Newbies: Four Estate Planning Tips For Beginners
Estate planning is often a difficult topic to approach. Not only is it difficult for many people to discuss the reality of…
How to Plan for, or Avoid, Transfer Taxes
As a recent article suggests, estate planning encompasses a lot more than most people would think. Not only does estate planning allow…
When Considering Life Insurance
Life insurance is a simple concept. A person takes out a policy in order to provide funds to his or her loved…
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 ...
