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Estate Planning

17 May

What COVID-19 and That Crazy Family Member Have in Common | Rich Life Letter #007

Estate Planning, Newsletters, May 17, 2020

This week, we’re talking about what Covid-19 and your crazy outcast family member have in common. Let’s get into it. 1. Accept It and Deal With It. When it comes.

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14 May

Estate planning stress test?

Estate Planning, May 14, 2020

Estate planning stress test? PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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13 May

Thinking of giving money to someone to take care of someone else? Think again.

Estate Planning, May 13, 2020

Thinking of giving money to someone to take care of someone else? Think again. PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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11 May

What if you’re named executor and you don’t want to do it?

Estate Planning, May 11, 2020

What if you’re named executor and you don’t want to do it? PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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10 May

Estate Planning Edge | Rich Life Letter #006

Estate Planning, Newsletters, May 10, 2020

Happy Mother’s Day! Now, time to get down to business. :) I’d like to give you a few strategies for handling the closing inherited IRA stretch loophole. When it comes.

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8 May

Why I don’t like testamentary trusts (and what to do about it)

Estate Planning, May 8, 2020

Why I don’t like testamentary trusts (and what to do about it). PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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7 May

Can you create a will if you’re under 18?

Estate Planning, May 7, 2020

Can you create a will if you’re under 18? PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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4 May

Passing down safety deposit boxes.

Estate Planning, May 4, 2020

Passing down safety deposit boxes. PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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3 May

The SECURE Act… | Rich Life Letter #005

Estate Planning, Newsletters, May 3, 2020

I thought today would be a good day to talk about something that can actually help you – something related to estate planning and all that fun stuff. And, we’re.

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1 May

Tip for real estate in trusts.

Estate Planning, May 1, 2020

Tip for real estate in trusts. PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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