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Estate Planning

22 September

The Real Purpose of a Revocable Living Trust

Estate Planning, September 22, 2025

 Many people assume that creating a revocable living trust is a surefire way to save on estate taxes. In reality, that’s not the case. Unless you have a very.

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21 September

The Wrong Way to Update Your Estate Plan. | Rich Life Letter #117

Estate Planning, Newsletters, September 21, 2025

Happy Sunday! Today I wanted to talk about how to update your estate plan. As with most legal matters, it is both pretty straightforward and easy to mess up if.

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14 September

What Does the Title Company Actually Do? | Rich Life Letter #116

Estate Planning, Newsletters, September 14, 2025

Happy Sunday! Today I wanted to talk about something that comes up every once in a while for clients – title companies and what they actually do. Before I get.

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13 September

Why Law Firms Should Use Gusto for Payroll Instead of QuickBooks

Estate Planning, September 13, 2025

If you’re using QuickBooks for bookkeeping, you might be running your payroll all wrong—especially if you’re a law firm owner or managing a small business. Many of our bookkeeping clients.

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13 September

Why Do Probates Take So Long? A Step-by-Step Timeline

Estate Planning, September 13, 2025

 One of the most common questions I hear is: why does probate take so long? If you’ve ever been through the process, you know it can feel frustratingly slow..

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12 September

How to Transfer Real Estate Into Your Revocable Trust

Estate Planning, September 12, 2025

Placing real estate into a revocable trust is one of the most effective ways to ensure your estate plan works smoothly. Fortunately, the process is straightforward—but it’s important to do.

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11 September

How to Value Inherited Real Estate to Reduce Taxes

Estate Planning, September 11, 2025

 When you inherit real estate, one of the most important — and often overlooked — steps is determining the property’s value. Get this right, and you can significantly reduce.

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7 September

What I’d Do if I Won the Lottery (Privacy)… | Rich Life Letter #115

Estate Planning, Newsletters, September 7, 2025

Happy Sunday! Hope your fantasy football teams are crushing it. Today I wanted to talk about something that’s pretty fun to daydream about – winning the lottery. Yesterday two lucky.

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7 September

Why a Revocable Living Trust Won’t Save You on Income Taxes

Estate Planning, September 7, 2025

If you’re considering a revocable living trust as part of your estate plan, there’s one common misconception I need to clear up: revocable trusts do not provide income tax savings.

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24 August

Estate Planning for Drug Dealers… | Rich Life Letter #114

Estate Planning, Newsletters, August 24, 2025

Happy Sunday! Hopefully that headline got your attention. :) What we’re going to talk about today is estate planning for drug dealers. We really are. But what’s the context for.

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