Washington State’s Three Taxes on Wealth
A summary of Washington state's estate tax, capital gains tax, and its new wealth tax proposal, in the context of a record revenue surplus that contin…
The Cassandra Syndrome: When Warnings Go Unheeded
A description of cognitive biases that interfere with rational decision-making and the strain it has causes on those who care.
Step 3
You identified your money model and assembled your team, now it is time to draft your legal documents. As daunting as that may seem, you…
Step Two
After you have determined you Money Model, the next step is to assemble your team. Rich or poor, simple or complex estate, it does not matter. All p…
Step One
The Roadmap Overview identified the different money models. Your first step is to determine your model.
To avoid going bald and having bad milk, make good crumbs with your family by this estate plan
A fun comparison between learning Spanish and building an estate plan. The title reference to a vampire comes from Spanish expression to be like a va…
The Order of Estate and Asset Protection Planning
To illustrate the steps one must take to implement an estate transfer or asset protection plan, the Academy has a course, called the Asset Protection …
Pros and Cons of LLC with Andrew Ayers
A Breezy Conversation About Legal Practice, How To Spot A Good Lawyer, And The Pros And Cons Of LLC Formation As Your Business Entity.
Irrevocable Trust
A trust, created at when you are living or by your will when you die, that you cannot amend or revoke. Often, the assets in…