Estate Planning Strategies
1,230 episodes — Page 10 of 25
HOR - 2026 estate tax reversion explained.
HOR - 2026 estate tax reversion explained. At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate
What to do when family members steal after death?
What to do when family members steal after death? At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon!
The worst way to transfer assets to your minor children.
The worst way to transfer assets to your minor children. At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate
What is the best way to leave your house to your kids when it's paid off?
What is the best way to leave your house to your kids when it's paid off? At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon!
What happens if you name Donald Trump as your executor?
What happens if you name Donald Trump as your executor? At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate
Trust question - what is the merger doctrine?
Trust question - what is the merger doctrine? At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon!
How to sell a house with a mortgage on it.
How to sell a house with a mortgage on it. At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate
Trust question - what happens to trust property after you die?
Trust question - what happens to trust property after you die? At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon!
How do LLCs give you asset protection?
How do LLCs give you asset protection? At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate
Trust question - put both spouses' names on it or just one?
Trust question - put both spouses' names on it or just one? At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon!
Take care of your parents without messing up medicaid.
Take care of your parents without messing up medicaid. At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate
Can you take real estate out of a revocable living trust?
Can you take real estate out of a revocable living trust? At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon!
The end of anonymous LLCs in 2024!
The end of anonymous LLCs in 2024! At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate
Should you update your estate plan when you get divorced?
Should you update your estate plan when you get divorced? At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon!
Death - inheritance - rise from the dead - what happens?
Death - inheritance - rise from the dead - what happens? At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate
Gift tax rules for spouses.
Gift tax rules for spouses. At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon!
Creative idea for an anonymous LLC.
Creative idea for an anonymous LLC. At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate
Is Trust income taxed to trust or beneficiary?
Is Trust income taxed to trust or beneficiary? At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon!
Beneficiary of a beneficiary, a good will witness?
Beneficiary of a beneficiary, a good will witness? At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate
What if you sue someone and they die?
What if you sue someone and they die? At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate
How long does a trust last?
How long does a trust last? At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate
How to transfer a business without having to go through probate.
How to transfer a business without having to go through probate. At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon!
Who picks the trustees of a trust?
Who picks the trustees of a trust? At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate
When estate planning, remember you cannot predict the future.
When estate planning, remember you cannot predict the future. At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon!
How long can a house stay in a trust?
How long can a house stay in a trust? At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate
Do overseas gifts have to pay gift tax?
Do overseas gifts have to pay gift tax? At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon!
Estate planning for children with disabilities.
Estate planning for children with disabilities. At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate
Do you need a pourover will with a living trust?
Do you need a pourover will with a living trust? At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon!
HOR - Don't look to far ahead when estate planning.
HOR - Don't look to far ahead when estate planning. At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate
How to put a house into a trust.
How to put a house into a trust. At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon!
Divorce - the perfect time - and wrong time - to update your estate plan.
Divorce - the perfect time - and wrong time - to update your estate plan. At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate
The hard way to give a house to 3 people.
The hard way to give a house to 3 people. At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon!
Where did the $12.92 million estate tax exemption amount come from?
Where did the $12.92 million estate tax exemption amount come from? At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate
The best way to give a house to 3 people.
The best way to give a house to 3 people. At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon!
Estate planning horror story #2?
Estate planning horror story #2? At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate
Real estate is 50-50 if community property even if not in your name.
Real estate is 50-50 if community property even if not in your name. At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon!
Can you disinherit someone by giving them $1?
Can you disinherit someone by giving them $1? At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate
How probate attorneys get paid.
How probate attorneys get paid. At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon!
HOR - Why is a trust better than an LLC for real estate distributions?
HOR - Why is a trust better than an LLC for real estate distributions? At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate
House into trust - here's one thing you should do.
House into trust - here's one thing you should do. At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon!
What if you can't find the original will?
What if you can't find the original will? At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate
Another reason I hate community property agreements.
Another reason I hate community property agreements. At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon!
What happens if you get an inheritance while giver is still alive?
What happens if you get an inheritance while giver is still alive? At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate
Can you record a transfer on death deed after death?
Can you record a transfer on death deed after death? At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon!
Probate alternatives.
Probate alternatives. At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate
Beneficiary designations trump your Will.
Beneficiary designations trump your Will. At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon!
Cousins witnessed Will. Is it valid?
Cousins witnessed Will. Is it valid? At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate
What do you need to do to create a revocable trust?
What do you need to do to create a revocable trust? At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate
When a bad Will doesn't matter.
When a bad Will doesn't matter. At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon!
What deed is needed to transfer to an irrevocable trust?
What deed is needed to transfer to an irrevocable trust? At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate