Blog Articles
New Developments Transform the Role Life Insurance Plays in Your Estate and Financial Planning
By 5 West Legal | | Uncategorized
Within the past year, a combination of new legislation and the recent change of leadership in the White House and Congress stands to dramatically increase the income taxes your loved ones will have to pay on inherited retirement accounts as ...
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Spooky Questions to Ask Yourself When Preparing Your Estate Plan
By 5 West Legal | | Uncategorized
As Halloween approaches, it’s a perfect time to face some “spooky” questions about your estate planning. While they might seem “scary”, these questions are essential for ensuring your loved ones are taken care of when you’re no longer here. By ...
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How to Properly Plan for Family Heirlooms and Sentimental Keepsakes
By 5 West Legal | | Uncategorized
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 ...
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Get Your Estate Plan Done in 3 Easy Meetings!
By 5 West Legal | | Uncategorized
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 ...
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