Author: 5 West Legal

When we think about estate planning, most of us focus on big assets like homes, bank accounts, and investments. But what about the personal items that hold sentimental value? Whether it’s your grandmother’s wedding ring, a family photo album, or a piece of art that’s been passed down for generations, it’s important to ensure these…

Did you know we have a simple, 3-meeting process to complete your estate plan in just 4 weeks? Here’s how it works: 1. Legacy Blueprint Planning Session: In our first meeting, you’ll share your goals and concerns, and we’ll go over your options. We also present our flat fees upfront, so there are no surprises….

As National Estate Planning Awareness Month kicks off, it’s important to take a look at where we stand when it comes to estate planning. Only 32% of Americans have an estate plan in 2024, which is actually a 6% drop from 2023. That means more and more families are potentially unprepared for the future. One…