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Newsletters

27 December

The Rabbit Hole… | Rich Life Letter #016

Estate Planning, Newsletters, December 27, 2021

You ever experience this as you think about estate planning? “Well what if x…?” “Oh well I’d do this… but then what if we did that and then y happens?”.

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12 December

Goals vs. Resolutions… | Rich Life Letter #015

Estate Planning, Newsletters, December 12, 2021

First things first, welcome back to the newsletter! It’s been quite some time since I’ve put this out, but it’s going to become a regular thing for me moving forward.

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2 June

This is Not Financial Advice… | Rich Life Letter #014

Estate Planning, Newsletters, June 2, 2021

I don’t know about you, but a couple of weeks ago everyone in my world was talking about cryptocurrency. And not just the regular players, Bitcoin and Etherium. Dogecoin was.

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9 May

The Mother Lode… | Rich Life Letter #013

Estate Planning, Newsletters, May 9, 2021

First things first, I googled it. It’s definitely lode and not load. Second things second, as today is Mother’s Day, I needed to work the word mother into the title.

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4 April

You Only Get One Life… | Rich Life Letter #012

Estate Planning, Newsletters, April 4, 2021

It’s Easter, yes, but this email is not about that. If you celebrate Easter, I hope you had a great one. If you don’t, I hope you had a great.

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29 March

Is a Tax Refund a Good Thing? | Rich Life Letter #011

Estate Planning, Newsletters, March 29, 2021

If you weren’t aware, it’s tax season! I thought I’d brighten your day by giving you one more thing to think about when it comes to your income taxes. Before.

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7 March

Worry About Biden’s Tax Plan? | Rich Life Letter #010

Estate Planning, Newsletters, March 7, 2021

This week’s topic is something I’ve been getting asked about a lot – “What should I do about Biden’s new tax proposals?” It’s a great question, and one I figured.

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7 June

True Legacy Building | Rich Life Letter #009

Estate Planning, Newsletters, June 7, 2020

I am 100% content with leaving my kids zero dollars when I die. Yep. I said it. An estate planning attorney who doesn’t obsess over his own estate. The blasphemy..

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25 May

It’s Not Just Money… | Rich Life Letter #008

Estate Planning, Newsletters, May 25, 2020

It’s Memorial Day, a day when we’re supposed to be thinking of all the people that gave their lives so we can be safe here in the good ole U.

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17 May

What COVID-19 and That Crazy Family Member Have in Common | Rich Life Letter #007

Estate Planning, Newsletters, May 17, 2020

This week, we’re talking about what Covid-19 and your crazy outcast family member have in common. Let’s get into it. 1. Accept It and Deal With It. When it comes.

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