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Estate Planning

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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20 August

How to Handle Inherited Real Estate with a Mortgage

Estate Planning, August 20, 2025

  Inheriting real estate can feel overwhelming—especially if the property has an existing mortgage. The good news is that the rules around this are pretty straightforward. Here’s what you need.

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17 August

Tax Implications of Moving Property into a Trust | Rich Life Letter #113

Estate Planning, Newsletters, August 17, 2025

Happy Sunday! We recently had a client that moved a property into a revocable living trust. When the next property tax mailer went out, included was a notice that they.

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14 August

5 Reasons You Might Choose a Big Law Firm Over a Niche Estate Planning Firm

Estate Planning, August 14, 2025

Most families don’t need a giant law firm for their estate planning. In fact, for the vast majority of people, a specialized, boutique firm like ours is often the best.

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13 August

Understanding Support and Maintenance in a Trust

Estate Planning, August 13, 2025

When planning your estate, terms like support and maintenance can sound complicated, but they’re actually pretty straightforward once you break them down. Whether it’s a revocable living trust or an.

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