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Newsletters

21 March

Differing Viewpoints | Rich Life Letter #002

Estate Planning, Newsletters, March 21, 2018

Hello! I hope you’re having a great week. I am. I just got back from a little vacation where I had my first ever hole in one! It was a.

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7 March

Be Selfish… | Rich Life Letter #001

Estate Planning, Newsletters, March 7, 2018

Hello! Hope you are having a great day, week, month, year, and life. Be Selfish… We all know the instructions we hear before a plane is about to take off.

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24 November

Thanksgiving

Estate Planning, Newsletters, November 24, 2017

This week there is no story. No lesson. No article. No advice. Only thanks. Thank you for being a part of my life and my business, no matter how big.

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10 November

A Little Note About Account Access…

Estate Planning, Newsletters, November 10, 2017

After giving you a bunch of sappy, punch you in the gut type of blogs lately, I decided it was probably about time for something a little more practical. But.

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3 November

Trump’s Tax Plan Falls Short

Estate Planning, Newsletters, November 3, 2017

“The estate tax is going to be repealed!” Those were the words I heard from several people today as I sat down for lunch with some friends. “We’re all going.

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27 October

Why Attorneys Matter…

Estate Planning, Newsletters, October 27, 2017

This is one of those messages that is meant to scare you, but in a good way… I recently had a client come in and hire us to help them.

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18 June

Father’s Day Thoughts…

Estate Planning, Newsletters, June 18, 2017

When most people ask me why I got into estate planning I tell them about having kids, owning a business, and wanting to make sure I passed down a legacy.

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25 May

Was it Luck?

Estate Planning, Newsletters, May 25, 2017

I have a secret I want to tell you. It’s not necessarily something I’m ashamed of, though I’m definitely not shouting it from the rooftops. And it’s got everything to.

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10 April

Where to Start (before you start)…

Estate Planning, Newsletters, April 10, 2017

One of the first questions I usually ask people that I talk to about estate planning is “what do you want?” Sometimes people know exactly what they want, and that’s.

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6 April

What is Community Property?

Estate Planning, Newsletters, April 6, 2017

If you’ve lived in Washington State for any amount of time, you’ve probably heard someone mention that it is a “community property” state. And they are right, it is. But,.

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