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Newsletters

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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1 December

10 Things I’m Thankful For… | Rich Life Letter #084

Estate Planning, Newsletters, December 1, 2024

Happy Sunday! And Happy Thanksgiving! Before I get into my thankful list, a couple of logistical bits of information. First, our office will be closed the entire week of Christmas.

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24 November

Bomb Cyclones and Stuff… | Rich Life Letter #083

Estate Planning, Newsletters, November 24, 2024

Happy Sunday! Wow. What a week! The bombcyclone hit us pretty hard – the office lost power Wednesday through Friday and my house lost power Tuesday through Saturday. It’s pretty.

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17 November

A Gifting Reminder… | Rich Life Letter #082

Estate Planning, Newsletters, November 17, 2024

Happy Sunday! Shorty but a goody today. Gifting. Reminder, you have until the end of the year to give up to $18k to as many people as you want without.

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12 November

Estate Tax Tips Under Trump Administration… | Rich Life Letter #081

Estate Planning, Newsletters, November 12, 2024

Happy Tuesday!I hope everyone had a chance to enjoy the day off yesterday (here at the firm if the court is closed we’re closed, so the team had the day.

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