The Hidden Headaches of Being an Estate Executor

Sure, being named as an executor sounds like an honor—until you realize it comes with a to-do list longer than a CVS receipt. Managing finances, handling court paperwork, keeping family drama in check? Yep, all on you. And let’s not forget the potential legal headaches if things go sideways.

Before you say yes to the role (or if you already have and are now wondering what did I just sign up for?!), let’s talk about what being an executor really means. Because trust me, it’s more than just handing out inheritances.

Read more and learn what you’re really in for.

The Valentine’s Gift That Truly Matters—Peace of Mind

Roses wilt. Chocolates disappear. But peace of mind? That’s forever.

This Valentine’s Day, skip the cliché gifts and give something truly meaningful—an estate plan that says, “I’ve got you.”

Protect your loved ones from court, conflict, and confusion.
Ensure your kids, assets, and wishes are covered—no guesswork, no stress.

Nothing says "I love you" like securing your family’s future. Read more!

Trusts & Homeowner’s Insurance: Don’t Let a Technicality Deny Your Claim

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.

Estate Planning is More Than Just Paperwork, Folks: National Unclaimed Property Day

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.

From Planning to Peace: Be Ready When Disaster Strikes

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.

Estate Planning Myths That Could Leave Your Loved Ones in Trouble

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.

5 Game-Changing Steps to Safeguard Your Loved Ones in 2025

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.

Estate Planning Meets FAFSA: Let’s Talk Asset Savvy

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.

Estate PlanningErica EndykeJanuary 2, 2025estate plans, estate planning tools, estate planning

Steps to Take Before 2024 Ends to Secure Your Tax Credits

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!

Year-End Giving: Make an Impact That Lasts

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 FAQs, Part 2 of 2: On How to Handle Your Assets

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.

Estate Planning FAQs, Part 1 of 2: Managing Your Assets

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.

What Tony Bennett's Estate Battle Can Teach Us About Planning Ahead

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.

Estate PlanningErica EndykeNovember 29, 2024tonybennett, bennett, estateplanning, estateplan, iconicsinger, legacyplan, celebrities

More Than a Feast: Using Thanksgiving to Plan Your Family’s Legacy

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.

What You Need to Know About the Real Challenges of Settling a Loved One’s Estate

Being appointed as an executor may sound like a privilege, but it comes with a heavy load of duties that most people don’t expect. Discover the real tasks behind managing someone’s estate and how smart planning can spare your loved ones from added stress and potential disputes. Find out more.

Erica EndykeNovember 13, 2024

Honor the Legacy You've Built—It's Worth Protecting

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’s Legacy: Estate Planning Lessons for Us All

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.

Debunking Common Misconceptions About Estate Planning

October 21-27 marks National Estate Planning Awareness Week—a perfect time to bring clarity to this often overlooked and misunderstood subject. Let’s dive in and explore why estate planning is essential for securing your future and protecting what matters most. Read more.