#RichLifeLawyer Show 040: Why You Should Consult a Financial Planner A lot people are afraid of financial planners. And I get that. Hiring a financial planner for a consultation brings up a lot of demons. First, you have to be honest about your finances – what you have and what you don’t. Second, you have to get real about where you want to go in the future. And third, you have to face the reality of battling between having fun…
#RichLifeLawyer Show 039: A Question For Every Estate Planning Attorney I wish all estate planning attorneys were created equal, but they’re not. Most want to get it right, they really do. But there are many different definitions of what the term “right” means. For one estate planning attorney, right can mean the latest greatest trust vehicle. For another it can mean eliminating as much estate tax as possible. The key to finding the right estate planning attorney for you is…
#RichLifeLawyer Show 038: Reason #2 to Have a Trust – Protecting Your Kids From Themselves This is the second in our installment of endless reasons to have a trust (that don’t include avoiding probate. The one I’ve got today is another doozie. Just a little education to keep that mind sharp. Cheers, Christopher Small P.S. Don’t forget to check out my free ebook: “7 Estate Planning Mistakes Every Family Needs to Avoid.” It’s packed full of helpful information to help…
#RichLifeLawyer Show 037: Reason #1 You Should Have a Trust – Credit Shelter Let me start by saying the belief that one should have a trust just to avoid probate is a bit misguided. In fact, it is wrong. But, there are many many other reasons why you should have a trust. Here is the first: Cheers, Christopher Small P.S. I’m hosting a FREE webinar: How to Create Generational Wealth for As Little as $50/month (and how to keep your…
Estate Planning: Important But Not Urgent I don’t think there is any doubt that you know that estate planning is important. You understand that a will, a trust, a power of attorney, or a lack thereof could change your life and the lives of our family forever. So why aren’t you getting your estate plan done? It’s the problem of estate planning being important but not urgent. And today, a Seattle estate planning attorney is going to show you how…
You Are Going To Die… I hate to break it to you, but you are going to die. We all are. That we know. What we don’t know is when, or where, or how. But that’s okay, because we have free will. We have the ability to make choices. We can choose to get the most out of today. We can choose to be grateful for the people in our lives. And we can choose to prepare in advance for…
#RichLifeLawyer Show 036: The Number One Problem With Trusts In Estate Planning In the last episode of the #RichLifeLawyer Show I told you how to avoid probate without using a trust. But that doesn’t mean I don’t think trusts are useful (I just don’t think they are necessary to avoid probate). Trusts are extremely useful at creating generational wealth, creating a family “bank,” and providing unbridled opportunities for future generations while at the same time ensuring those same generations have…
