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Estate Planning

3 October

How to Properly Make Changes to Your Trust

Estate Planning, October 3, 2025

  Making updates to your trust might seem straightforward—after all, it’s just a document, right? Not quite. Simply crossing out names or writing new information in your trust won’t legally.

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2 October

What Happens If You Die Without a Will in Washington State

Estate Planning, October 2, 2025

Many people assume their assets will “just go” to the right people when they pass away — but that’s not always the case. In Washington State, if you die without.

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1 October

Moving Your Property into an LLC Won’t Trigger the Due-On-Sale Clause

Estate Planning, October 1, 2025

 Many property owners hesitate to move real estate into an LLC because they fear triggering the due-on-sale clause in their mortgage. This concern is understandable, especially if you have.

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30 September

How LLCs Can Impact Your Washington State Estate Plan

Estate Planning, September 30, 2025

 Many people form LLCs to protect real estate or other investments, but if you’re a Washington resident, using an LLC can have unexpected consequences for your estate plan. Understanding.

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30 September

How LLCs Can Impact Your Washington State Estate Plan

Estate Planning, September 30, 2025

 Many people form LLCs to protect real estate and other investments, but if you’re a Washington resident, using an LLC can have unexpected consequences for your estate plan. Here’s.

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29 September

How to Name Multiple Trustees in Your Trust (and Why You Should)

Estate Planning, September 29, 2025

 When you set up a trust, one of the key decisions you’ll make is choosing a trustee — the person responsible for managing the trust according to your wishes..

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28 September

The Downside of a Revocable Trust | Rich Life Letter #118

Estate Planning, Newsletters, September 28, 2025

Happy Sunday! Today I wanted to talk about the downside of a revocable trust. And, to be honest, this is going to be a short post, because there is no.

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25 September

You Don’t Always Need a Trust to Avoid Probate

Estate Planning, September 25, 2025

 A lot of people assume they need a revocable living trust if they want to avoid probate. But that’s not always true—at least not in Washington State, where I.

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24 September

How to Properly Disinherit Someone in Your Estate Plan

Estate Planning, September 24, 2025

When it comes to estate planning, one of the trickiest topics is disinheriting family members. There’s a common myth that if you want to disinherit someone, you have to mention.

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23 September

Why a Revocable Living Trust Won’t Protect Your Assets

Estate Planning, September 23, 2025

 When it comes to estate planning, many people assume that a revocable living trust will shield their assets from creditors or lawsuits. The truth is, a revocable living trust.

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