OMS Stories
How to Prevent Identify Theft Damage with a Credit Freeze
BY: Jay Dunnuck | October 02, 2019
Identity theft is something everyone wants to avoid. The problem is, there is no way to prevent it with 100% certainty. Our confidential...
3 Reasons Updating Your Will is Easier Than You Might Think
BY: Jay Dunnuck | October 02, 2019
September 1, 2018 ~ Early in my financial services career, I received some training on the best methods for selling life insurance. With...
3 Reasons Why I am Updating My Will Today!
BY: Jay Dunnuck | October 02, 2019
Like many people, I had been putting off creating my will. I was 33 years old, I had young children and had no will. I was 10 years into...
5 Reasons to Read Your Will to Your Children.
BY: Jay Dunnuck | October 02, 2019
August 4, 2018 ~ Right now consider this question: Where is your will?
4 Ways to Place a Burden on Those You Name in Your Will*
BY: Jay Dunnuck | October 02, 2019
October 13, 2018
I remember sitting down with our attorney when my wife and I put together our first will. We had small children and the...
Seven Estate Planning Documents Everyone Needs*
BY: Jay Dunnuck | October 02, 2019
July 21, 2018 ~ This is the main document for your estate. In your will you describe how you would like your estate to pass to the people...
3 Assets Your Will Does Not Control
BY: Jay Dunnuck | October 02, 2019
September 29, 2018 ~ You know you need a will, right? Most people, whether they have a will or not, know the importance of having a will.
5 Common Mistakes People Make When Planning Their Estate
BY: Jay Dunnuck | October 02, 2019
July 7, 2018 ~ Please find below 5 of the most common mistakes I have witnessed in guiding individuals and families through planning...
4 Reasons You Should Have A Trust*
BY: Jay Dunnuck | October 02, 2019
September 14, 2018 ~ We've all heard about trusts, yet they remain the black box of the financial planning world. Ask any financial...
One Mission Kids
BY: Unknown | October 02, 2019
