Blog Articles
Selling Real Estate or a Business? Avoid Capital Capital Gains Tax With A Charitable Remainder Trust
By 5 West Legal | | Estate Planning, Life Planning, Wills and Trusts
If you have a sale of real estate or assets coming up that will result in you owing capital gains tax, you may want to give us a call to discuss whether to set up a Charitable Remainder Trust (CRT) ...
Read More Protect Your Aging Loved Ones From Undue Influence
By 5 West Legal | | Caring for Elderly Parents, Estate Planning, Planning for Seniors
Following the death of a loved one, close family members are sometimes surprised to learn that they didn’t receive the inheritance they were expecting, and that the deceased instead left most of their estate to an individual they only recently ...
Read More What Your Last Will & Testament Will (And Will Not) Do—Part 2
By 5 West Legal | | Estate Planning, Estate Planning Mistakes, Family Financial Planning, Life Planning, Wills and Trusts
August was “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact, only 33% of Americans have created their will, according to Caring.com’s ...
Read More What Your Last Will & Testament Will (And Will Not) Do—Part 1
By 5 West Legal | | Estate Planning, Estate Planning Mistakes, Life Planning, Wills and Trusts
August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact, only 33% of Americans have created their will, according to Caring.com’s ...
Read More