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Estate Planning

20 October

What to Do When You Can’t Decide on Your People | Rich Life Letter #079

Estate Planning, Newsletters, October 20, 2024

Happy Sunday!Today I wanted to talk about a common issue I see in estate planning, something that holds a lot of people back from taking action, to their detriment… not.

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14 October

Times You Don’t Need to Update Your Plan | Rich Life Letter #078

Estate Planning, Newsletters, October 14, 2024

Happy Monday! This week’s newsletter is coming to you on a Monday because we’re closed for the holiday (Columbus Day/Indigenous People’s Day) and I can’t stop working. 🙂 And, I.

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6 October

Why I Hate Testamentary Trusts | Rich Life Letter #077

Estate Planning, Newsletters, October 6, 2024

Happy Sunday! Every month all of the attorneys on the team get together for a happy hour. It’s a great time to bond outside of work. And, although we are.

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29 September

Annual Gifting for Tax Savings… | Rich Life Letter #076

Estate Planning, Newsletters, September 29, 2024

Happy Sunday! As we are coming up on the end of the year (can you believe it?!?) I thought I’d give you a little annual gifting reminder/prompt in case you.

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22 September

Why Would Simple Estates Need a Trust? | Rich Life Letter #075

Estate Planning, Newsletters, September 22, 2024

Happy Sunday! This is a question from one of you out there that actually reads this newsletter! 🙂 If you are a regular reader, by the way, thank you. I.

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15 August

Estate Executor Explained: Why You Need Judge’s Approval

Estate Planning, August 15, 2024

Thinking that being named an executor gives you immediate control over an estate? Think again! In this video, Christopher Small from CMS Law Firm demystifies the executor role in estate.

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12 August

How to Choose the Best Trustee for Your Estate Plan

Estate Planning, Videos, August 12, 2024

Curious about how to choose the best trustee for your estate plan? In this video, Christopher Small breaks down the key factors in selecting a trustee. He explains the pros.

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11 August

Wills and Probate… | Rich Life Letter #074

Estate Planning, Newsletters, August 11, 2024

Happy Sunday! Short message today as I’m currently sitting in the Kansas City airport waiting to catch a flight back to Seattle after a great weekend with friends. This is.

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4 August

Olympic Dreams… | Rich Life Letter #073

Estate Planning, Newsletters, August 4, 2024

Happy Sunday! No big estate planning tips this week – the Olympics are on! Every four years when the Olympics roll around I always think to myself, “I’m going to.

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28 July

The Wrong Way to do Estate Planning with Minor Kids… | Rich Life Letter #072

Estate Planning, Newsletters, July 28, 2024

Happy Sunday! This week I wanted to talk about a probate that came into our office this recently – and the disastrous results that almost ensued. It is the wrong.

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