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Recent Posts
What Really Counts in Your Estate? (Hint: It’s Not Just What You Own)

Uncovering the lesser-known assets that could trigger estate taxes if you don’t plan ahead. When people hear the term ...

The post What Really Counts in Your Estate? (Hint: It’s Not Just What You Own) first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success

The entrepreneurial exit is often painted as a fairy-tale ending—years of sacrifice crowned with a big check and endless freedom. Yet, the Yale School of ...

The post Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Creating an Integrated Plan for Generational Wealth Transfer

Planning for the future means more than just saving for retirement—it involves creating a strategy ...

The post Creating an Integrated Plan for Generational Wealth Transfer first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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What To Know About Leaving Funeral Instructions

January 26, 2022

It might initially make sense to you that leaving behind instructions for your loved ones when it comes to your funeral plans with your will is an easy way to keep like-minded papers together. However, in the heat of the moment it is unlikely that your loved ones will be able to find this important information with the short period of time they have to make funeral decisions. 

This makes it very important for you to document these plans in advance, or even better, to invest in them and make sure that your loved ones know where to find these details. One of the main reasons this could be a problem for your estate planning purposes is that wills are often not even read or found until days or weeks after a death.

This is too late to be of important help to those family members who must make critical decisions about the disposition of a body as well as scheduling memorial or funeral services. You might want to make a separate document laying out your wishes and whether or not you have made any investments or plans already in your funeral plans.

This will make it easier for your loved ones to get access to this critical information sooner rather than later. You can document more long term and comprehensive estate planning strategies with the help of an experienced and dedicated estate planning lawyer. This will help you avoid many of the most common problems that many people face and allow you to incorporate your individual intentions in a plan for the future.


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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
What Really Counts in Your Estate? (Hint: It’s Not Just What You Own)

Uncovering the lesser-known assets that could trigger estate taxes if you don’t plan ahead. When people hear the term ...

The post What Really Counts in Your Estate? (Hint: It’s Not Just What You Own) first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success

The entrepreneurial exit is often painted as a fairy-tale ending—years of sacrifice crowned with a big check and endless freedom. Yet, the Yale School of ...

The post Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Creating an Integrated Plan for Generational Wealth Transfer

Planning for the future means more than just saving for retirement—it involves creating a strategy ...

The post Creating an Integrated Plan for Generational Wealth Transfer first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more