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Newsletters

16 June

Not Your Usual Father’s Day Message… | Rich Life Letter #066

Estate Planning, Newsletters, June 16, 2024

It’s probably best to get the pleasantries out of the way first… Happy Father’s Day to all you dads out there. I wanted to take this opportunity to talk about.

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13 June

Two reasons people create trusts WITHOUT millions in assets.

Estate Planning, Newsletters, Probate, June 13, 2024

This is a question I received on TikTok from a subscriber. He said: “I was told don’t bother with a trust until we have the $24.5m in assets together. Why.

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9 June

The First Step Toward Zero WA Estate Tax… If You’re Married. | Rich Life Letter #065

Estate Planning, Newsletters, June 9, 2024

Everyone always wants to know how to reduce taxes, so I thought this week I’d remind you of the first way to zero out your WA state estate tax, if.

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26 May

44 Thoughts on My 44th Birthday… | Rich Life Letter #064

Estate Planning, Newsletters, May 26, 2024

Okay, technically my birthday is on Tuesday. But this isn’t a Tuesday newsletter, it’s a Sunday newsletter, so you’re getting some advice a couple days early this year. Every year.

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20 May

Two Star Reviews You Love to See… | Rich Life Letter #063

Estate Planning, Newsletters, May 20, 2024

Last week we received a two star review. Normally, I don’t like two star reviews. I mean, it’s two stars. But this one I didn’t mind so much. Here’s the.

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12 May

Happy Mother’s Day! | Rich Life Letter #062

Estate Planning, Newsletters, May 12, 2024

Happy Mother’s Day! No long message here today. Nothing deep. Just a good ole fashioned Happy Mother’s Day to all you moms out there. I’ve got two great moms in.

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5 May

Your Time Will Come to an End… | Rich Life Letter #061

Estate Planning, Newsletters, May 5, 2024

Happy Sunday! Well, not a super happy Sunday. Last week I found out one of my good friends died of cancer. She was diagnosed only 6 weeks ago. It was.

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28 April

How Do You Sell Real Estate in a Trust? | Rich Life Letter #060

Estate Planning, Newsletters, April 28, 2024

“How do I sell my real estate in a trust?” It’s a question we get here at least once a week. So I thought I’d talk about it here. And,.

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2 April

If You Have an LLC – Read This… | Rich Life Letter #059

Estate Planning, Newsletters, April 2, 2024

Hello! I hope you’re doing great. I thought I’d take a minute with this week’s newsletter to share something timely and actionable. THIS IS IMPORTANT if you own an LLC..

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10 March

Circle of Life… | Rich Life Letter #058

Estate Planning, Newsletters, March 10, 2024

Last week my dog Piper was put to sleep. He was almost 13 years old. He could barely walk. He had a lot of growths. He was in pain. It.

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