[PITTSBURGH, PA – June 21, 2025] — Kiplinger.com, one of the nation’s most trusted personal finance publications, recently featured West Advisory Group’s Founder and CEO, Walt West, in a newly published article titled:

“Don’t Have an Estate Plan? Six Things That Could Go Very Wrong.”
Read the full article here.

In the article, Walt outlines the often-overlooked risks of not having a clear estate plan in place — from tax burdens and probate delays to family conflict and missed charitable opportunities. He also provides actionable steps for readers to start building a values-driven, tax-efficient estate strategy that reflects their goals.

“Estate planning is one of the most personal, impactful parts of a retirement strategy,” said Walt. “It’s not just about transferring wealth — it’s about protecting the people and causes that matter most.”

As a recognized voice in retirement planning, Walt brings over 30 years of experience helping individuals and families navigate critical financial decisions. His article encourages readers to approach generational planning not as a legal formality, but as a vital step in creating peace of mind and long-term security for loved ones.

This is Walt’s second feature on Kiplinger.com in 2025, reinforcing West Advisory Group’s commitment to empowering families with education and clarity as they plan for their future.

About West Advisory Group
West Advisory Group helps individuals and families navigate the complexities of retirement planning using their proprietary PEAK FORMula. With offices in Erie and Pittsburgh, the firm offers a comprehensive, relationship-based approach to financial planning.

Media Contact
Patricia Hancock
phancock@westgrp.com