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Newsletters

16 November

Receiving an Inheritance? Please Read. | Rich Life Letter #125

Estate Planning, Newsletters, November 16, 2025

Happy Sunday! Earlier this week an elderly lady hired us to update her Trust. We’re going to call her Grandma. It was made with her husband, who passed away several.

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9 November

Will vs. Trust – What’s the Difference? | Rich Life Letter #124

Estate Planning, Newsletters, November 9, 2025

Happy Sunday! I was asked to make a video on Wills vs. Trusts earlier this week, and I realized I hadn’t talked about the difference between the two for a.

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2 November

What Makes a Will Valid? | Rich Life Letter #123

Estate Planning, Newsletters, November 2, 2025

Happy Sunday! Hope you remembered to set your clocks back. Let the darkness begin! I thought today I’d get back to some good old fashioned estate planning. As you probably.

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26 October

A Burden or a Blessing? | Rich Life Letter #122

Estate Planning, Newsletters, October 26, 2025

Happy Sunday! Hopefully you’re having a great weekend and found a way to stay warm and dry. This is literally my least favorite time of the year. :) For that.

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19 October

Irrevocable Trusts – Benefits and Costs | Rich Life Letter #121

Estate Planning, Newsletters, October 19, 2025

Happy Sunday! Hopefully you’re having a great weekend, even though the cold and rain of the season has appeared to settle in. Have no fear, though, what I’m about to.

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12 October

Your Go-To Cure for the Common Cold. | Rich Life Letter #120

Estate Planning, Newsletters, October 12, 2025

Happy Sunday! Today we’re going to keep this short and sweet – I have a cold and am deep in recovery. :) I thought it would be fun to hear.

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5 October

Common Law Marriage and Estate Planning | Rich Life Letter #119

Estate Planning, Newsletters, October 5, 2025

Happy Sunday! Today I wanted to talk about common law marriage and estate planning. It’s probably not something that everyone needs to know about and think about, but it’s interesting,.

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28 September

The Downside of a Revocable Trust | Rich Life Letter #118

Estate Planning, Newsletters, September 28, 2025

Happy Sunday! Today I wanted to talk about the downside of a revocable trust. And, to be honest, this is going to be a short post, because there is no.

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21 September

The Wrong Way to Update Your Estate Plan. | Rich Life Letter #117

Estate Planning, Newsletters, September 21, 2025

Happy Sunday! Today I wanted to talk about how to update your estate plan. As with most legal matters, it is both pretty straightforward and easy to mess up if.

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14 September

What Does the Title Company Actually Do? | Rich Life Letter #116

Estate Planning, Newsletters, September 14, 2025

Happy Sunday! Today I wanted to talk about something that comes up every once in a while for clients – title companies and what they actually do. Before I get.

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