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Newsletters

4 May

What Happens if You Leave $500k to a 19 Year Old? | Rich Life Letter #101

Estate Planning, Newsletters, May 4, 2025

(Spoiler: It’s not good.)A few years ago, a potential client came in devastated. Her mother had passed, and she’d just discovered that her younger brother — 19 years old, a.

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27 April

Things To Know When Someone Dies (Procedurally) | Rich Life Letter #100

Estate Planning, Newsletters, April 27, 2025

I thought it would be fitting to talk about something really uncomfortable for our 100th edition of the newsletter – and what’s more uncomfortable than death? In all seriousness, when.

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20 April

Why Are Estate Plans So Long? | Rich Life Letter #099

Estate Planning, Newsletters, April 20, 2025

Happy Sunday! Today I want to talk about a question we get all the time here at the firm – “Why are estate plans so long? It seems like simpler.

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6 April

Let’s Talk About Estate Taxes… Estate Planning Attorney Letter #098

Estate Planning, Newsletters, April 6, 2025

let’s talk about taxes… Happy Sunday! Before I get into the fun stuff I have an important announcement to make – we found our new Corina! I mentioned a couple.

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16 March

The Best Trust Distribution Schedule… | Estate Planning Lawyer Letter #97

Estate Planning, Newsletters, March 16, 2025

This one’s going to be short but packed with thought provoking material. So buckle up! I’m in Spokane at the boys state basketball tournament so I’ve had A LOT of.

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2 March

Why Are Estate Plans Soooooooo Long? | Rich Life Letter #095

Estate Planning, Newsletters, March 2, 2025

I thought I’d write about why estate plans are so long this week because I’ve had a few clients ask about it. The question is something like “our stuff is.

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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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