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Newsletters

23 February

The Most Fun Way to Lower Your Estate Taxes… | Rich Life Letter #094

Estate Planning, Newsletters, February 23, 2025

At the firm we talk with clients all day about different strategies one can employ to reduce estate taxes. Credit shelter trusts… Gifting… Moving out of WA state… And those.

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16 February

Our Team is Growing! | Rich Life Letter #093

Estate Planning, Newsletters, February 16, 2025

I alluded to this a couple of newsletters ago, but our team has been growing! We have not one, but TWO new attorneys on our team! If you’re currently working.

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9 February

Revocable Trusts and Income Taxes… | Rich Life Letter #092

Estate Planning, Newsletters, February 9, 2025

I know you all are probably locked into the Super Bowl right now (hopefully the game gets a little closer) so I thought I’d give you something quick to digest..

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26 January

Should You Discuss Your Estate With Your Kids? | Rich Life Letter #091

Estate Planning, Newsletters, January 26, 2025

Let’s just cut right to the chase on this one – YES, you should discuss your estate with your kids. Trust provisions limiting distributions over time at the discretion of.

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19 January

Kids Become Adults Too… | Rich Life Letter #090

Estate Planning, Newsletters, January 19, 2025

Happy Sunday! I had a couple of conversations about this last week, so I thought I’d quickly remind all of you with kids out there – some day they are.

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12 January

LLC Filing Requirements Update… | Rich Life Letter #089

Estate Planning, Newsletters, January 12, 2025

A shorty but a goody today. If you own an LLC this one’s for you. If you recall, last year a new requirement went into effect for all LLC owners.

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5 January

The Most Powerful (and Underestimated) Estate Planning Doc… | Rich Life Letter #088

Estate Planning, Newsletters, January 5, 2025

Happy New Year! Hope your new year has started off great. Mine was slightly auspicious, clouded in the fog of a really strong head cold (which I hear is going.

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29 December

Closing Out 2024 With a Bang… | Rich Life Letter #087

Estate Planning, Newsletters, December 29, 2024

Happy New Year (almost)!Brooke and I are in Cabo to ring in the new year, plan out 2025 (if you’re married, you set annual goals with your spouse, right?) and.

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22 December

Happy Holidays… | Rich Life Letter #086

Estate Planning, Newsletters, December 22, 2024

Happy Sunday! No big messages today. Just a quick reminder that, although we may not always like everything about our family, we do get to choose how we react to.

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15 December

The Best Inheritance You Can Give… | Rich Life Letter #085

Estate Planning, Newsletters, December 15, 2024

Happy Sunday! And remember, only NINE more shopping days left until Christmas!! Also, a reminder that our office will be CLOSED from 12/23 through 12/27 so the team can spend.

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