ArticleEstate Planning
Income Alone Isn’t Enough for Financial Security
You got the raise. You landed the promotion. So why does your bank account still feel like it’s treading water? Here’s something many people don’t…
4 min read · August 3, 2026
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Estate Planning
Everything we've published on Estate Planning.
- ArticleEstate Planning
How Busy Professionals Can Gain Financial Clarity Without Adding Another Thing to Their Plate
You’re already managing a full calendar, a demanding job, and a personal life that deserves more of your attention. The last thing you need is financial…
3 min read · March 13, 2026
ArticleEstate Planning5 Overlooked Strategies for Protecting Multi-Generational Wealth
Protecting family wealth across generations requires more than growth—it takes structure, education, and planning. These five strategies help ensure your…
4 min read · October 8, 2025
ArticleEstate PlanningWealth Manager vs. Financial Advisor: Who Really Manages My Wealth
Many people assume “wealth manager” and “financial advisor” mean the same thing. But the truth is: the title does not always tell the whole story. In…
4 min read · July 23, 2025
ArticleEstate PlanningThe Housing Market Through the Eyes of the Younger Generation
Household income over the last several years has not kept pace with housing prices. The average sales price of a house in the United States was $348,000…
4 min read · May 15, 2025
ArticleEstate PlanningDon’t Just Name a Beneficiary—Talk to Them: Why Conversations Today Shape Legacies Tomorrow
At OmniStar Financial Group, we talk a lot about Family Governance —and for good reason. It’s one of the most underestimated components of successful…
3 min read · May 8, 2025
ArticleEstate PlanningThe Value of a Financial Advisor
A few weeks ago, I read an interesting article titled, “ The Value of a Financial Advisor: What’s It Really Worth ?” Every few years there is a new study…
3 min read · March 21, 2025
ArticleEstate Planning529 College Savings Plans and Updates from Secure Act 2.0
529 plans have long been a hot topic for college education. Most Americans have heard of 529 plans and have an idea of how they work. Contributions are…
2 min read · August 23, 2024
ArticleEstate PlanningInheritances Can Include Debt
When we die, what happens to our debt? Unfortunately, the debt we incur will not magically disappear. Most debt is settled using assets from your estate…
4 min read · June 21, 2024
ArticleEstate PlanningThe Vital Lifeline in Finance: The Value of a Second Opinion on Your Financial Wellness Plan
In a world where the complexity of personal finance is more pronounced than ever, the pursuit of financial wellness can often feel like navigating a…
3 min read · May 31, 2024
ArticleEstate PlanningFamily Governance
Family governance is one of OmniStar’s 10 Elements of wealth management. What is family governance and why does it matter? We’ll save the history lesson…
3 min read · January 12, 2024
ArticleEstate PlanningDon’t Go Intestate
Don’t Go Intestate Are you worried about what will happen to your family and possessions if something were to happen to you? Many people are genuinely…
3 min read · April 6, 2023
ArticleEstate Planning6 Key Benefits of Working With a Wealth Management Firm
Far too many Americans are failing to build wealth. The opportunity is there, but primarily the upper echelon of American society is taking advantage. In…
2 min read · March 3, 2022
ArticleEstate PlanningGet the Fundamentals of Wealth Management in 5 Minutes or Less
Far too few Americans are properly managing their wealth. On the retirement income side, 1 out of every 4 Americans does not have any retirement savings…
3 min read · February 4, 2022
ArticleEstate PlanningEstate Planning – Reasons to Consider a Trust
Estate planning is a complex and often sensitive subject; you are, after all, trying to make significant decisions as to what will happen after you die…
3 min read · May 19, 2021
ArticleEstate PlanningHow to Choose the Right Trustee
Estate planning necessitates thoughtful consideration in selecting a trustee, a crucial decision that significantly impacts the execution of your…
3 min read · February 2, 2021
ArticleEstate PlanningFinances After Marriage
Most Americans–80% plus–get married at some point in their lives. And for those who do, it’s likely both a big decision and a huge shift in their way of…
3 min read · November 6, 2020
- ArticleEstate Planning
Estate Planning, The SECURE Act, and COVID-19
Our current circumstances are forcing us to re-think many assumptions, some long-held. This applies to the financial world as well, and in particular the…
3 min read · May 21, 2020
ArticleEstate PlanningWhy Asset Management is Critical to Effective Wealth Management
When people talk about wealth management, they are usually talking about asset management. An asset is an economic unit that you own or control, with the…
3 min read · October 8, 2019