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Estate Planning

27 September

3 Lessons From Getting a New Kitten | Rich Life Letter #162

Estate Planning, Newsletters, September 27, 2026

Surviving summer camp wasn’t enough, so this week we decided to get a kitten! Technically, we decided a couple of months ago. Yesterday was the day we actually picked up.

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20 September

3 Ways to Contest a Will | Rich Life Letter #161

Estate Planning, Newsletters, September 20, 2026

I survived last week at sleep-away camp with my 5th grader despite several kids and parents leaving sick, then my own kid getting sick when we got back, and then.

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13 September

Why I’m Sleeping in a Cabin with 12 Fifth Graders This Week | Rich Life Letter #160

Estate Planning, Newsletters, September 13, 2026

If you couldn’t tell by the headline, this week, Monday through Wednesday, I’ll be off hanging out at Camp Seymour with my son and the rest of his fifth grade.

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7 September

Why Do We Have Labor Day? | Rich Life Letter #159

Estate Planning, Newsletters, September 7, 2026

Happy Monday. Yes, I said Monday. We’re closed today for Labor Day, so I thought we’d bump this week’s blog out a day. It also got me thinking about what.

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30 August

Inherited Home With a Mortgage… | Rich Life Letter #158

Estate Planning, Newsletters, August 30, 2026

I thought today we’d lighten things up with a question from someone out there in the YouTube verse. This is a real question from a real person, with a real.

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23 August

Back to School Reminder! | Rich Life Letter #157

Estate Planning, Newsletters, August 23, 2026

If you have kids still going to school, this is a bittersweet time of the year as they head back for another year of learning and growth. Well, bittersweet for.

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9 August

3 Reasons to Have a Trust… | Rich Life Letter #156

Estate Planning, Newsletters, August 9, 2026

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.

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26 July

It’s Not Years, It’s Visits… | Rich Life Letter #154

Estate Planning, Newsletters, July 26, 2026

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.

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12 July

How I Stop Procrastinating (a story) | Rich Life Letter #153

Estate Planning, Newsletters, July 12, 2026

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.

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5 July

Do AI Wills Work? | Rich Life Letter #152

Estate Planning, Newsletters, July 5, 2026

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.

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