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Recent Posts
Why Every Family Needs an Estate Plan: Wills, Trusts, and Planning Beyond the Basics

Discover why estate planning isn’t just for the wealthy. Learn the difference between wills and trusts, when to use them, and how to avoid probate to protect your family’s future. ...

The post Why Every Family Needs an Estate Plan: Wills, Trusts, and Planning Beyond the Basics first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Business Owners Impact Tax Proposal/Big, Beautiful Bill: What You Need to Know Now

The One Big Beautiful Bill Act is generating significant attention for its sweeping tax and business reforms. While the bill has passed the House of Representatives and ...

The post Business Owners Impact Tax Proposal/Big, Beautiful Bill: What You Need to Know Now first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Planning Lessons from Mufasa

July 24, 2019

Over the past few years, Disney has been creating live-action versions of their animated hits. Most recently, one of my personal favorites, The Lion King premiered. Being one of the most iconic Disney movies of all time, there is no way I can miss a chance to see this movie with my kids. There are many life lessons the movie teaches you, like: the importance of being cautious and mindful of who you trust, the effects of losing a loved one, learning that lost loved ones will always be a part of you, and more. Among the many takeaways from this movie, there is certainly emphasis on one thing: the circle of life. We are born, we grow up, we grow old, and we pass on leaving our legacy behind us. When leaving our family behind us, we want to make sure that our loved ones can “Be Prepared” for their future. Family disputes, such as those between uncles and nephews, are all too common (one of the reasons Estate Litigators get paid so much!)

Just as life begins, it comes to an end, and when it does end, we want to be sure that everyone we hold dear to us about will be taken care of. “Hakuna Matata for the rest of your days” may not be 100% realistic, but your planning need not be difficult. I would be happy to help make your planning easier.


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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
Why Every Family Needs an Estate Plan: Wills, Trusts, and Planning Beyond the Basics

Discover why estate planning isn’t just for the wealthy. Learn the difference between wills and trusts, when to use them, and how to avoid probate to protect your family’s future. ...

The post Why Every Family Needs an Estate Plan: Wills, Trusts, and Planning Beyond the Basics first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Business Owners Impact Tax Proposal/Big, Beautiful Bill: What You Need to Know Now

The One Big Beautiful Bill Act is generating significant attention for its sweeping tax and business reforms. While the bill has passed the House of Representatives and ...

The post Business Owners Impact Tax Proposal/Big, Beautiful Bill: What You Need to Know Now first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more