Legacy Planning Archives - West Advisory Group

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Category: Legacy Planning

Financial Planning, Legacy Planning

The 95 Plan for Retirement

How long do you think you will live? How long does your money need ...

Legacy Planning

Estate Planning Checklist: Critical Elements of an Estate Strategy

Being one of our most asked areas of retirement, our team is excited to ...

Legacy Planning

Beneficiaries: What Happens When There’s None?

Have you ever wondered what happens when there are no beneficiaries named on the ...

Legacy Planning

The Major Risks to Family Wealth in 2022

There are plenty of risks that affect family wealth throughout the years, but today ...

Legacy Planning

Why Does Generational Wealth Fade?

Many are the stories of generational wealth lost. In the late 19th century, industrial ...

Legacy Planning

The Biggest Mistakes When Estate Planning

When it comes time to plan your estate, not all strategies work for everyone, ...

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