You bought life insurance to protect your family. Great. But who should actually get the money? 👀
Don’t just check a box and call it a day.
Here’s what to consider. Read more… https://t.co/2yK2GICytq
#EstatePlanning#LifeInsurance#BeneficiaryPlanning#20WestLegal
You spent thousands on a trust. Great. But did you actually put anything in it? 👀
Because an empty trust is basically a very expensive stack of paper. 😬
Signing the trust isn’t the finish line. Funding it is what makes it work.
#LivingTrust#AvoidProbate#20WestLegal
Ask your parents ONE question today:
👉 “If something happened to you, would I know where to find everything?”
If the answer is “ummm…” you’ve got some homework. 😉
Try it and tell us how it goes in the comments.
#EstatePlanning#AdultingDoneRight#FamilyPlanning#20WestLegal
Think estate planning is complicated or only for wealthy people? Nope. 😉
Join me for a FREE estate planning event where I’ll break it all down in plain English.
Spots are filling up! Click below to learn more and register.
#EstatePlanning#AdultingDoneRight#20WestLegal
Your adult child is successful and great with money. So why leave their #inheritance in a trust? 👀
It’s not about controlling your kids. It’s about protecting what you worked so hard to build.
Read more: https://t.co/Y3qOuU9XwT
#EstatePlanning#AssetProtection
No estate plan? Massachusetts has one for you. 😬
Don’t leave the important stuff up to state law. Make your own decisions about your family, your assets, and your future.
Watch to learn more.
#EstatePlanning#AdultingDoneRight#Massachusetts#20WestLegal
What happens if you’re alive but can’t make decisions for yourself?
Without the right documents, your family may have to go to court just to help you. No thanks.
Plan ahead. Protect yourself AND your people.
#EstatePlanning#PowerOfAttorney#HealthcareDirectives
You bought life insurance to protect your family. But when was the last time you actually looked at it?
Don’t wait for your family to find the mistake. Read more… https://t.co/Zmcltd6mI4
#LifeInsurance#InsuranceUpdates#AdultingDoneRight#20WestLegal
The hardest part is starting. The good news? It starts with a free 15-minute call.
No pressure. No obligation. $250 off if you move forward.
Book your call today. ✔️
#EstatePlanning#AdultingDoneRight#20WestLegal
https://t.co/f8lkQZ0ZTt
Your IRA beneficiary form could have a bigger tax impact than you think. 👀
One little beneficiary form. Big consequences.
Here’s what to review before that happens. Read more: https://t.co/GSaro6aMzx
#EstatePlanning#IRAPlanning#BeneficiaryPlanning#20WestLegal
Think your will keeps your family out of probate? Nope. 😬
A will is actually the instruction manual for probate court.
Want to keep your family out of court? That’s where a properly funded #trust comes in.
Contact us to get started. https://t.co/O6GPGJmNa8
#AvoidProbate
Okay, THIS is what we love to hear. 💛
#Estateplanning without the confusion, legal mumbo jumbo, or “what the heck did I just sign?” feeling. 😂
Thank you for trusting the #20WestLegal team. We’re so grateful for the kind words and we’re not going anywhere!
#AdultingDoneRight
You made a #will. Huge adulting win. 👏
But here’s the catch: a will isn’t the finish line. If you stop there, your family may not be as protected as you think.
So, what comes next? We’ve got the checklist.
Read more: https://t.co/1UV1tOee5t
#EstatePlanning#MakeAWill
#Probate sucks. There, we said it. 😬
It can be slow, expensive, and stressful for the people you love.
The good news? With the right planning, it can be avoided.
Need some guidance? Book a free 15-minute call with us to get started. https://t.co/O6GPGJmNa8
#EstatePlanning
The biggest mistake first-time estate planners make? Thinking the paperwork is the plan.
Signing is only step one.
A beautiful trust with nothing in it? Not very helpful. 😬
Have questions? Contact us. https://t.co/Xmkb3PT4G0
#EstatePlanningTips#AdultingDoneRight