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Newsletters

3 May

The Wrong Way to Protect Money for Young Kids… | Rich Life Letter #145

Estate Planning, Newsletters, May 3, 2026

Happy Sunday! Before we get to today’s topic, I do have an announcement to make. CMS Law Firm, like all of us, is not static. People come and people go.

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19 April

Minimum Assets for Estate Planning…. | Rich Life Letter #144

Estate Planning, Newsletters, April 19, 2026

Happy Sunday! Today I thought I’d talk about the minimum assets one needs for estate planning. And the answer might surprise you. Because it’s basically nothing. Why? Estate planning doesn’t.

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12 April

Two Thoughts for Tax Day… | Rich Life Letter #143

Estate Planning, Newsletters, April 12, 2026

In case you weren’t paying attention to the calendar, this Wednesday is tax day! I wanted to give you two quick thoughts about that and let you enjoy the rest.

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5 April

Don’t Make This Power of Attorney Mistake… | Rich Life Letter #142

Estate Planning, Newsletters, April 5, 2026

First things first, if you celebrate Easter, Happy Easter! And if you don’t, happy Sunday! It’s probably the best day of the year weather-wise so far, so get out and.

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29 March

2026 is 25% Over! | Rich Life Letter #141

Estate Planning, Newsletters, March 29, 2026

5 thoughts on Q1 2026. Can you believe 25% of 2026 is already in the books? Time flies when you’re having fun I guess. I love taking a few minutes.

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15 March

New WA Millionaire’s Tax Thoughts… | Rich Life Letter #140

Estate Planning, Newsletters, March 15, 2026

As I’m sure you heard, the WA state legislature this week passed what is being called the “Millionaire’s Tax.” It is a tax of 9.9% on all income over a.

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1 March

Safety Deposit Boxes. | Rich Life Letter #139

Estate Planning, Newsletters, March 1, 2026

Today is kind of a public service announcement wrapped in a story. The firm is serving as the executor for an estate. Part of the estate was a safety deposit.

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22 February

Talk to Yourself Like Your GPS. | Rich Life Letter #138

Estate Planning, Newsletters, February 22, 2026

This week I wanted to take a break from the estate planning talk and focus on something we can always improve – mindset. The way you approach your life has.

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8 February

Make Your Own Super Bowl… | Rich Life Letter #137

Estate Planning, Newsletters, February 8, 2026

Before we get into this week’s newsletter, we have 2 important announcements: 1. Liz had her baby! Baby and mom are healthy and looking forward to getting to know each.

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1 February

Two Reasons to Use a Trust | Rich Life Letter #136

Estate Planning, Newsletters, February 1, 2026

People often think there’s an asset threshold that determines whether or not one should have a revocable living trust. I don’t think that’s true, though. What is “a lot” to.

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