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Newsletters

7 September

What I’d Do if I Won the Lottery (Privacy)… | Rich Life Letter #115

Estate Planning, Newsletters, September 7, 2025

Happy Sunday! Hope your fantasy football teams are crushing it. Today I wanted to talk about something that’s pretty fun to daydream about – winning the lottery. Yesterday two lucky.

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24 August

Estate Planning for Drug Dealers… | Rich Life Letter #114

Estate Planning, Newsletters, August 24, 2025

Happy Sunday! Hopefully that headline got your attention. :) What we’re going to talk about today is estate planning for drug dealers. We really are. But what’s the context for.

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17 August

Tax Implications of Moving Property into a Trust | Rich Life Letter #113

Estate Planning, Newsletters, August 17, 2025

Happy Sunday! We recently had a client that moved a property into a revocable living trust. When the next property tax mailer went out, included was a notice that they.

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10 August

Support and Maintenance in a Revocable Trust… | Rich Life Letter #112

Estate Planning, Newsletters, August 10, 2025

Happy Sunday! I’m sitting in the Wichita airport waiting to board my flight back to Seattle (went back to Kansas to visit some friends) and thought I’d take this downtime.

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13 July

Don’t Make This Estate Planning Mistake… | Rich Life Letter #110

Estate Planning, Newsletters, July 13, 2025

Happy Sunday! Today I wanted to talk about something I’m seeing all over TikTok (yes, I’m on TikTok – we post a lot of content there) – the non-grantor irrevocable.

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6 July

Estate Taxes and the Big Beautiful Bill | Rich Life Letter #109

Estate Planning, Newsletters, July 6, 2025

Happy Sunday! Today is a great day because we have some NEW estate planning stuff to talk about! As you probably heard, Congress approved and President Trump signed into law.

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2 July

4 Irrational Reasons to do Your Estate Plan… | Rich Life Letter #111

Estate Planning, Newsletters, July 2, 2025

Happy Sunday! I’m reading this book called “Alchemy: the dark art and curious science of creating magic in brands, business, and life”, and one of the overriding concepts of the.

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29 June

Happy (early) 4th of July! | Rich Life Letter #108

Estate Planning, Newsletters, June 29, 2025

Happy Sunday! I’m out of town winding up a vacation, and wanted to just give a little shout out to America as the 4th of July comes upon us. I.

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22 June

Inherited IRA Distribution Rules… | Rich Life Letter #107

Estate Planning, Newsletters, June 22, 2025

Happy Sunday! I thought I’d talk about this as I seem to consistently get people checking in on us after talking to their CPA and or financial planner and being.

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15 June

Father’s Day Thoughts… | Rich Life Letter #106

Estate Planning, Newsletters, June 15, 2025

Happy Father’s Day to all you dads out there! Hope you’re having a great day and getting to do whatever you want on your day. And, because I’m an estate.

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