Why You Need A Plan for Your Estate No Matter Your Stage in Life

February 12, 2020

There are so many misconceptions surrounding the process and the need for estate planning. It’s all too easy to brush this off or assume that you don’t make enough money, aren’t old enough or don’t have enough unique considerations to put you at the top of your list for an estate planning priority. But these misunderstandings and misperceptions can have far-reaching implications for your loved ones, regardless of your current stage of life.

During College

During and right after college, it’s important to have necessary health care and medical power of attorney documents, including updated beneficiaries on all accounts, durable power of attorney for finances, and durable power of attorney for health care.

Getting Married

When getting married, it is important to expand your estate planning toolkit to include wills, like advance directives and updated beneficiaries on all accounts.

Starting A Family

Updating your will to ensure that you have appointed a guardian to step in and take care of your minor child if you are unable to do so is important. Other issues to consider include legacy building and the connection to your overall finances.

Scheduling a consultation with a knowledgeable estate planning lawyer today can help you to understand the many different ways that your life can be affected by estate planning. You can protect yourself and your loved ones.       


Practice Areas:



Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

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

How a Single Premium Immediate Annuity Can Strengthen Your Retirement Plan

Learn how a Single Premium Immediate Annuity (SPIA) provides reliable, lifelong income in retirement. Discover how it fits into a diversified, legacy-conscious financial plan. How ...

<p>The post How a Single Premium Immediate Annuity Can Strengthen Your Retirement Plan first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

How Life Insurance Strengthens Your Estate and Financial Plan

Discover how life insurance can be a powerful tool in your estate and financial planning strategy, offering liquidity, legacy support, and tax-efficient wealth transfer. The Overlooked Power of Life Insurance When you think of life insurance, chances are you picture ...

<p>The post How Life Insurance Strengthens Your Estate and Financial Plan first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Why Retiring at 65 Is No Longer a Given — What Today’s Realities Mean for High Net Worth Families

Only 37% of Americans now believe retirement between 65–70 is realistic. Discover what this shift means for business owners and legacy-focused families preparing for the future.For decades, retirement at age 65 has been the conventional milestone. But in today’s economic climate, this expectation is quickly becoming outdated. According ...

<p>The post Why Retiring at 65 Is No Longer a Given — What Today’s Realities Mean for High Net Worth Families first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>