Blog Articles
Essential Considerations Before Accepting the Role of Trustee
By 5 West Legal | | Asset Protection, Estate Planning, Estate Planning Mistakes, Wills and Trusts
Being invited by a loved one to take on the role of Trustee for their Trust upon their passing is undoubtedly an honor, but it carries significant responsibilities—not a task suitable for everyone. Serving as a Trustee involves a wide ...
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5 Reasons Why Shopping For The Cheapest Estate Plan Could Leave Your Family With An Unintended Mess
By 5 West Legal | | Estate Planning, Estate Planning Mistakes, Life Planning
In most cases, from the most sophisticated business people with the highest net worth to those just starting in the workforce and on their path to adulthood, you very likely do not know how to evaluate estimates when shopping for ...
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Will Your Estate Plan Work When Your Family Needs It?
By 5 West Legal | | Asset Protection, Estate Planning, Wills and Trusts
Like most people, you likely think estate planning is just one more task to check off your life’s endless “to-do” list. You can shop around and find a lawyer to create planning documents for you or create your own DIY ...
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Avoid These 4 Common Pitfalls When Designating Life Insurance Beneficiaries
By 5 West Legal | | Estate Planning, Family Financial Planning, Life Planning
Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your loved ones after you are gone. However, when naming your policy’s beneficiaries, several mistakes ...
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