The Sad Legal Rule of 70
Most Americans do not have a Will. One lawyer contemplates this and its impact on so many families by inventing a legal rule, the Rule of 70.
BoomX versus a Team of Millenials
A new document production has entered the market. Can BoomX compete with a venture capital fueled team of young marketers?
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 …