Blog Articles
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 ...
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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 ...
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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 ...
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3 Critical Considerations For How To Save For Your Child’s (or Grandchild’s) College Education—Part 2
By 5 West Legal | | Estate Planning, Family Financial Planning, Life Planning
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an irrevocable trust. Last week, in part one of this series, we discussed ...
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