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.
Putting your home in a trust is a savvy estate planning move, but if you don’t handle the insurance side correctly, you could be in for a nasty surprise. Yep, we’re talking unexpected coverage gaps that could leave your most valuable asset hanging by a thread.
Want to make sure your homeowner’s insurance and your trust are playing nice? Read more and learn how to keep your home—and your peace of mind—fully protected.
Did you know there’s around $60 BILLION in unclaimed property sitting with state governments right now?
Yep, $60 billion—just hanging out, waiting for someone to claim it. As we gear up for National Unclaimed Property Day on February 1st, let me remind you: proper estate planning can ensure your assets never end up in that pile of forgotten funds.
Let’s make sure your legacy goes exactly where you want it—not into the state’s pocket. Read more now.
When disaster hits, there’s no time for guessing games. Preparation and estate planning aren’t just nice-to-haves—they’re your roadmap to peace of mind and a smooth recovery.
Want to make sure you’re ready for anything? Read more now.
Only 32% of Americans have a will—and that number has dropped by 6% since 2023. 😳
This decline comes from four dangerous myths about estate planning that could leave your loved ones unprotected and stuck in a mess.
Don’t let misinformation put your family at risk. Read more.
Let’s make 2025 the year you stop procrastinating and start planning! Your loved ones deserve protection, and your legacy deserves to shine. Learn the five must-know steps to safeguard their future and preserve what matters most. Because estate planning doesn’t have to be overwhelming—it just has to get done. Read more.
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!
Making a difference doesn’t have to stop when you’re gone. Adding charitable giving to your estate plan is a powerful way to support the causes you love and leave a meaningful legacy that lasts for generations. Read more to see how you can make it happen.
Estate planning doesn’t have to be overwhelming. Grasping a few key concepts can make all the difference for your family’s future. Read more.
Knowing how your accounts are titled and who can access them isn’t just a matter of convenience—it’s key to making sure your assets pass seamlessly to your loved ones and stay safeguarded against potential risks. So, how do you get it right? Read more.