20West Legal

06/18/2026

Think creating a trust automatically avoids probate?

Not so fast. A trust only works if it's properly funded.

👉 Watch this quick video to learn more.

06/16/2026

This article really resonated with me.

More parents are choosing to help their kids and grandkids now rather than waiting to pass everything on later.

The question is: does your estate plan reflect those choices?

👉 Read the full article.
https://www.wsj.com/economy/forget-the-inheritance-these-readers-are-passing-down-their-money-now-36805713?mod=Searchresults&pos=1&page=1

We wrote about how older Americans are accumulating trillions in wealth for themselves. Readers told us that wasn’t the full story.

06/15/2026

🩵 We crossed the $1,000 mark!

A huge thank you to everyone who donated, shared, cheered us on, and supported Team 20West in our fundraising for Ovations for the Cure.

Every dollar helps support families facing ovarian cancer, and we're incredibly grateful to be part of a community that always shows up when it matters.

06/12/2026

Being a great dad isn't just about showing up today. It's about making sure your family is protected tomorrow.

One of the greatest gifts you can leave your kids isn't money, it's a plan.

👉 Read more. https://tinyurl.com/most-fathers-assume

06/11/2026

Millennials, this one's for you. 😏

If you have kids, a mortgage, or retirement accounts, it's probably time for an estate plan.

👉 Click below to learn more and get started today.

06/09/2026

If your estate plan is "my family will figure it out," we need to talk. 😏

Without a will, the state decides who gets what, not you.

👉 Swipe to see what really happens when there's no plan.

06/05/2026

You've probably thought about who would raise your kids if something happened to you.

But have you put it in writing?

If not, a judge may end up making that decision.

👉 Read more. https://tinyurl.com/first-72-hours

06/04/2026

Retired? Congratulations. 🎉

Now for the important question: does your estate plan match this new chapter of life?

Because "my kids will figure it out" isn't a plan.

The right estate plan protects your family from court, confusion, and unnecessary stress when they need clarity the most.

👉 Click below to learn more and get started today.

06/02/2026

New month, new goals... and apparently, estate planning music videos. 🎶

As we kick off June, here's your friendly reminder that protecting your family isn't something to put off until "someday."

A little planning today can save a whole lot of stress later.

▶️ Give it a watch.

05/29/2026

Most people expect grief when a spouse dies.

What they don’t expect is higher taxes and Medicare premiums.

The "widow penalty" is real and it can cost surviving spouses thousands of dollars at an already difficult time.

The good news? With the right planning, there may be ways to prepare.

👉 Read more. https://tinyurl.com/the-widow-penalty