West Financial Services appreciates sharing our knowledge and perspective on Wealth Management topics so that individuals and families can achieve financial success.
Financial Planning Focus Newsletter
The federal estate tax is a tax on property (cash, real estate, stock, or other assets) transferred from deceased persons to their heirs.
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Investment Management Letter
West Financial Services is excited to celebrate our 35th anniversary. Around the time of our founding in February of 1982, the U.S. economy was mired in a recession. Then Federal Reserve Chairman Paul Volcker was using monetary policy to crush