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Estate Planning

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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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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