20WestLegal

💡 The 4% Rule helps retirees withdraw money safely without running out later. 🏦 But with lower returns expected, new retirees may need to be cautious. Experts suggest staying flexible with spending to make the most of your savings. Planning for retirement? Read more. #RetirementPlanning #SmartSpending #The4PercenRule #20WestLegal

Your impact doesn’t have to end when you do. 💙 Including charitable giving in your estate plan is a powerful way to support the causes you love and create a legacy that lasts for generations. Ready to learn how? 👉 Read more: https://lnkd.in/gxTiqimZ #CharitableGiving #EstatePlanning #LegacyPlanning #20WestLegal

📅 Join Barbie on December 30th at 10am for a FREE live webinar on estate planning! 💼✨  Learn how to protect your family, avoid probate stress, and build a lasting legacy. Start 2025 with confidence—don’t miss it!  👉 Save your spot: https://lnkd.in/gvueaDVi #EstatePlanningMadeEasy #FreeOnlineWorkshop #FreeWebinar #SudburyMA #20WestLegal

💭 Have you documented your wishes for medical treatment in case you’re ever unable to communicate them yourself? It’s one of the most important steps in protecting your future and giving your loved ones peace of mind.  Don’t wait—let’s make sure your healthcare choices are clearly outlined. Contact us today to get started! https://lnkd.in/gG_din3e #EstatePlanning #HealthcareDirectives #MedicalTreatment #20WestLegal

Big thanks to our amazing client for this kind review! 🙌 Guiding you through the estate planning process and making it stress-free is exactly why we do what we do. Your trust means everything! 💙 #ClientLove #GoogleReview #EstatePlanning #Grateful #SudburyMA #20WestLegal

📢 In Case You Missed It! Estate Planning FAQs, Part 2: Let’s talk about how to handle your assets the right way. 💼  👉 Read more: https://lnkd.in/gWGRwE5G #EstatePlanningMadeEasy #EstatePlanning #FAQS #AssetManagement #20WestLegal  

🏡 If you transfer the title of your real property to your Living Trust, can the bank accelerate your mortgage? Watch this short but insightful video of Erica answering this question!💡 #EstatePlanning #LivingTrusts #AssetsManagement #RealProperty #AMAVideo #20WestLegal

Thinking about setting up a trust? It's a smart way to manage your assets, avoid probate, and make life easier for your loved ones. Want to know how? Contact us for guidance or to learn more! https://lnkd.in/gG_din3e #EstatePlanning #TrustsSetUp #Trust #AvoidProbate #20WestLegal

Is your account set up the right way? Knowing how your accounts are titled and who has access isn’t just a small detail—it’s the key to protecting your assets and ensuring they transfer smoothly to your loved ones. Want to make sure you’ve got it right? 👉 Read more to learn how to avoid costly mistakes! https://lnkd.in/gimVgDPu #EstatePlanning #AssetProtection #SudburyMA #20WestLegal

Putting off your estate planning? Remember, “Procrastination is the art of keeping up with yesterday.” Not having a plan can leave your family in a bind, and let’s face it, that’s a bit selfish. But here’s the good news: it’s not too late to get it done in 2024! Let’s ensure your legacy is a gift, not a burden.