First, let’s talk about what doesn’t matter with a trust (necessarily) – money. People often have trusts without a lot of assets, because they provide the functionality they need. Here.
Happy Sunday! This week I wanted to talk about something that’s a little depressing, but also empowering if you choose to view it that way. My parents are visiting this.
Happy Sunday from sunny and rainy Austin, Texas! We had a great mastermind meeting this week and talked about everything from AI, to accounting and taxes, to client service, to.
Happy Sunday! And, happy birthday USA! I’m sure I’ve said this before, but I don’t think I can say it enough. For all the things people are unhappy with about.
Happy Sunday! And, if you’re a dad, Happy Father’s Day! I grew up with two dads. My biological dad, and my step-dad. Both were in my life, but in very.
There are many reasons to make sure you have a Will, and as of last week, the State of Washington has decided to give you another one. Last week a.
Today I thought I’d quickly discuss a frequently asked question when it comes to revocable trusts: “What happens if I move?” This question usually happens in two contexts. First, when.
Hopefully you’re outside enjoying the sunshine right now as if it’s Saturday because you have the day off tomorrow for Memorial Day! I thought it would be great to take.
Happy Sunday! I thought today we’d talk about the Health Care Directive, one of the foundational elements of estate planning. Why? Two reasons. First, it’s one of the hardest documents.
Happy Sunday! This week we had three or four people ask about the generation skipping tax, which sparked a discussion in the office, which gave me a great idea for.
