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When Everyone is Greedy Be Fearful, When Everyone is Fearful Be Greedy

By: Christopher Small | July 1, 2016 | Estate Planning
When Everyone is Greedy Be Fearful, When Everyone is Fearful Be Greedy The title of this post is a quote attributed to Warren Buffet. If you don’t know who Warren Buffet is he’s widely regarded as the best financial analyst and stock picker of all time. Why does this quote matter to you? Why is it relevant? I was watching this whole Brexit situation going down last week and I got to thinking about what all of the pundits and…
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#RichLifeLawyer Show 020: How to Make Changes to Your Will – Codicil

By: Christopher Small | June 29, 2016 | Estate Planning
How to Make Changes to Your Will – Codicil Estate planning documents are not meant to be static. Things change. You may lose touch with a friend, have a disagreement with a relative, or your views on politics, religion, or medicine may change. Whatever the case may be, when these changes happen in your life, they may require you to make some changes to your will. That’s what we’re talking about today on the Rich Life Lawyer Show. How to…
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#RichLifeLawyer Show 012: Estate Planning Document Storage Solutions

By: Christopher Small | June 27, 2016 | Estate Planning
Estate Planning Document Storage Solutions Most estate planning attorneys focus on one thing – getting your documents created and getting you out of the door. What they fail to realize is that most people leave their estate planning attorney’s office after executing their estate plan and immediately think “okay, now what am I supposed to do with this?” The reason they think that is there is an interesting conundrum when it comes to your estate planning documents. You want to…
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#RichLifeLawyer Podcast 011: Importance of Estate Planning Law Firm Systems

By: Christopher Small | June 20, 2016 | Estate Planning
Importance of Estate Planning Law Firm Systems There are several things lawyers are known for: poor communication; being extremely “busy”; and not giving great service once you’ve signed up and paid your bill. There is one primary reason for this: poor estate planning law firm systems. Poor Estate Planning Law Firm Communication First poor communication. Estate planning attorneys shouldn’t wait for you to reach out to them. Estate planning attorneys should have built in follow up procedures. Estate planning attorneys…
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#RichLifeLawyer Podcast 010: The John Howie of Estate Planning Law Firms

By: Christopher Small | June 15, 2016 | Estate Planning
This episode of the show is a little different than previous episodes, and is a preview of what is to come. I have decided that I didn’t just want to talk about estate planning issues and stuff like that all of the time. I know how mystical it can all seem and I know how close to the vest a lot of estate planning attorneys play it when it comes to how your estate plan actually gets from what is…
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#RichLifeLawyer Podcast 009: Rental Home Protection with an LLC Mistakes

By: Christopher Small | June 6, 2016 | Estate Planning
#RichLifeLawyer Podcast 009: Rental Home Protection if Not Owned By Your LLC In today’s episode I answer a question that was recently posed to me by a real estate agent friend of mine about protecting your rental home with an LLC and a common way that property owners do it that doesn’t work. To get the full story, click the play button above or read the transcript below. Enjoy! Cheers, Christopher Small P.S. Do you have kids? Have you completed…
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Own a Rental Home? An LLC is a Must

By: Christopher Small | June 3, 2016 | Estate Planning
Own a Rental Home? An LLC is a Must This is a copy of my weekly email newsletter. As you can see I always try to give you information you can use right now to make your life better. Hello! I hope you’re having a great week. I’m doing great, though still extremely sleep deprived by three week old son. It will be a great day when he starts sleeping through the night. And speaking of sleep, if you own…
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