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Newsletters

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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3 March

Why Planning for the 2026 Estate Tax Reversion is HARD… | Rich Life Letter #057

Estate Planning, Newsletters, March 3, 2024

This is probably the first of many newsletter editions talking about this. What exactly, am I talking about? The 2026 federal estate tax reversion. What is that? Great question! Here’s.

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28 January

How to Create a Truly Anonymous LLC… | Rich Life Letter #056

Estate Planning, Newsletters, January 28, 2024

A few weeks ago I wrote about some new reporting LLC rules and how the headline for the changes was “anonymous LLCs go away” but the fact is not much.

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14 January

I Died About a Year Ago… | Rich Life Letter #055

Estate Planning, Newsletters, January 14, 2024

Today’s blog is dual purpose. Purpose #1 is to give kudos to all of you receiving this that have completed your estate plan. Purpose #2 is to show you a.

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7 January

You Should Worry About Estate Taxes Last… | Rich Life Letter #054

Estate Planning, Newsletters, January 7, 2024

We talk to a lot of people about estate planning. It’s our job. 🙂 And a lot of those conversations involve people interested in eliminating all estate taxes they might.

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