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Estate Planning

25 January

The Art of Spending Money | Rich Life Letter #135

Estate Planning, Newsletters, January 25, 2026

Brooke and I snuck away from cold (but sunny!) Seattle this weekend to enjoy the sun and warmth of Cabo San Lucas, and while here (I’m technically still here) I.

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19 January

Martin Luther King Jr.’s Estate Planning Nightmare | Rich Life Letter #134

Estate Planning, Newsletters, January 19, 2026

I figured since most people have off for Dr. Martin Luther King Jr. day today (my team has it off at least) we’d talk about the estate planning saga surrounding.

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11 January

Step-Up in Basis Revisited | Rich Life Letter #133

Estate Planning, Newsletters, January 11, 2026

It’s been some time since we talked about the step-up in basis, so I thought we’d revisit it. It’s a powerful tool that saves families millions of dollars in income.

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4 January

How to Bequeath Your Seahawks Tickets | Rich Life Letter #132

Estate Planning, Newsletters, January 4, 2026

Happy Sunday and officially Happy New Year! Since the Seahawks wrapped up the 1st seed in the playoffs and everyone is a fan again, I thought I’d talk about how.

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28 December

Happy New Year! (2026 preview) | Rich Life Letter #131

Estate Planning, Newsletters, December 28, 2025

Happy Sunday, and Happy New Year (in a few days)! Before I get into this weeks’ message, a reminder that we’ll be back in the office tomorrow, so if you’ve.

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21 December

My Favorite (and Least Favorite) Day of the Year… | Rich Life Letter #130

Estate Planning, Newsletters, December 21, 2025

Happy Sunday! Before I get into my topic(s) of the week, please read this entire newsletter. There’s some logistical stuff you don’t want to miss… Okay, let’s go! :) First,.

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14 December

A True Story About Life’s Ups and Downs… | Rich Life Letter #129

Estate Planning, Newsletters, December 14, 2025

Happy Sunday! It’s holiday season, so I wanted to share a story with you about gratitude and luck. Brooke (my wife) and I played tennis on Friday with a bunch.

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7 December

Reader Question on Estate Taxes! | Rich Life Letter #128

Estate Planning, Newsletters, December 7, 2025

Happy Sunday! This week we’re doing something fun! One of you readers emailed me with a scenario and a question, so I thought I’d answer it here. Ready? Here we.

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6 December

When a Power of Attorney Stops Working: The One Moment It No Longer Applies

Estate Planning, December 6, 2025

  A power of attorney is one of the most useful tools in an estate plan. It lets someone you trust step in and manage your affairs if you’re unable.

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5 December

Don’t Make This Costly Real Estate Mistake After Someone Dies

Estate Planning, December 5, 2025

  When someone passes away owning real estate, it’s completely normal to feel unsure about what to do first. As a probate and estate planning attorney, I see the same.

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