Legacy Planning, it’s not about Death. It’s about Living your Best Life
For most, the holiday season can bring our everyday scurries to new heightened levels. Things like parties everywhere, parking spots nowhere, creating the perfect holiday card and baking the best cookie can create a feeling of overwhelm and chaos for anyone. In such a state, we become reactive to our situations rather than present and purposeful. We forget what the holidays are really about, namely giving, loving, sharing, and, of course, sparkling.
These latter values are the core of your legacy plan. Unlike your estate plan which focuses on protecting your assets, legacy planning is centered around who you are and your life’s purpose. It’s about striving to live your best life so that you leave behind not just your stuff, but your morals, your values and the success that you accomplished. A legacy plan is built, it is a lifelong process and it is for imperative for everyone.
So as you go about this holiday season, remember as you are working your way through the holiday maze, this is your life’s work. Act with intention, create traditions, empower children and future generations to be their most amazing selves — and obvi, leave sparkle wherever you go.
Big news for families navigating college financial aid! The 2025-26 FAFSA is shaking things up with major changes that promise to make applying smoother than ever. But here’s the twist: these updates might just give your estate plan a run for its money. Planning for your family’s future now includes some FAFSA-savvy strategy. Curious? Let’s dive in. Read more.
Time’s almost up to make those savvy tax moves and lighten your bill for next year! At 20West Legal, we’ve got your back with a guide to the top tax credits for 2024 and the steps you need to take *now* to maximize your savings before December 31. Don’t let the year end without taking control of your finances—read more and get ahead!
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When the iconic Tony Bennett passed away in July 2023, he left the world a treasure trove of timeless music spanning seven decades—and a family dispute now unfolding in court. Let’s explore what happened. Read more.
Thanksgiving is all about family traditions—sharing recipes, swapping stories, and gathering around the table. But here’s a little truth bomb: it’s also the perfect time to start talking about your family’s bigger legacy. Because protecting what matters most goes way beyond that secret stuffing recipe. Read more.
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With Veterans Day approaching, we take a moment to honor the courageous men and women who served our country with steadfast dedication. Your service showed a deep commitment to safeguarding our nation’s future—now, let’s focus on securing your family’s future. Read more.
Shelley Duvall, beloved for her iconic portrayal of Wendy Torrance in The Shining, has recently passed away at the age of 75. While her work will remain a timeless part of cinema history, her passing also brings to light some essential estate planning takeaways that we can all benefit from. Learn more about how her story can inform our approach to planning for the future. Read more.