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Estate Planning Strategies

Estate Planning Strategies

1,229 episodes — Page 5 of 25

LLCs with No Biz Purpose are NOT LLCs

LLCs with No Biz Purpose are NOT LLCs 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a great price. Law firms historically have a terrible reputation for service. It takes forever to talk to someone. It takes forever to get work done. And it seems like it costs 10 times what it should. That's not how we operate. We're really good at what we do because we only focus on one thing. We get our work done on time because we have great systems and great people. And we do it on budget because we work on a flat fee - you know exactly what the investment is before we start. If that sounds like the type of people you'd like to work with on your estate plan, we'd love to chat with you.

Jul 17, 20251 min

15% Tax for Probate

15% Tax for Probate 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a great price. Law firms historically have a terrible reputation for service. It takes forever to talk to someone. It takes forever to get work done. And it seems like it costs 10 times what it should. That's not how we operate. We're really good at what we do because we only focus on one thing. We get our work done on time because we have great systems and great people. And we do it on budget because we work on a flat fee - you know exactly what the investment is before we start. If that sounds like the type of people you'd like to work with on your estate plan, we'd love to chat with you.

Jul 16, 20251 min

5 ways to avoid probate revision

5 ways to avoid probate revision 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a great price. Law firms historically have a terrible reputation for service. It takes forever to talk to someone. It takes forever to get work done. And it seems like it costs 10 times what it should. That's not how we operate. We're really good at what we do because we only focus on one thing. We get our work done on time because we have great systems and great people. And we do it on budget because we work on a flat fee - you know exactly what the investment is before we start. If that sounds like the type of people you'd like to work with on your estate plan, we'd love to chat with you.

Jul 16, 20255 min

6 Asset Protection No-Nos

6 Asset Protection No-Nos 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a great price. Law firms historically have a terrible reputation for service. It takes forever to talk to someone. It takes forever to get work done. And it seems like it costs 10 times what it should. That's not how we operate. We're really good at what we do because we only focus on one thing. We get our work done on time because we have great systems and great people. And we do it on budget because we work on a flat fee - you know exactly what the investment is before we start. If that sounds like the type of people you'd like to work with on your estate plan, we'd love to chat with you.

Jul 16, 20252 min

A Bolt-On WA State Estate Tax Strategy.

A Bolt-On WA State Estate Tax Strategy. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a great price. Law firms historically have a terrible reputation for service. It takes forever to talk to someone. It takes forever to get work done. And it seems like it costs 10 times what it should. That's not how we operate. We're really good at what we do because we only focus on one thing. We get our work done on time because we have great systems and great people. And we do it on budget because we work on a flat fee - you know exactly what the investment is before we start. If that sounds like the type of people you'd like to work with on your estate plan, we'd love to chat with you.

Jul 7, 20250 min

An Estate Planning Lesson from Jimmy Buffett.

An Estate Planning Lesson from Jimmy Buffett. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a great price. Law firms historically have a terrible reputation for service. It takes forever to talk to someone. It takes forever to get work done. And it seems like it costs 10 times what it should. That's not how we operate. We're really good at what we do because we only focus on one thing. We get our work done on time because we have great systems and great people. And we do it on budget because we work on a flat fee - you know exactly what the investment is before we start. If that sounds like the type of people you'd like to work with on your estate plan, we'd love to chat with you.

Jul 6, 20250 min

A Sneaky WA State Estate Tax Strategy.

A Sneaky WA State Estate Tax Strategy. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a great price. Law firms historically have a terrible reputation for service. It takes forever to talk to someone. It takes forever to get work done. And it seems like it costs 10 times what it should. That's not how we operate. We're really good at what we do because we only focus on one thing. We get our work done on time because we have great systems and great people. And we do it on budget because we work on a flat fee - you know exactly what the investment is before we start. If that sounds like the type of people you'd like to work with on your estate plan, we'd love to chat with you.

Jul 5, 20250 min

A Simple Irrevocable Trust WA State Estate Tax Strategy.

A Simple Irrevocable Trust WA State Estate Tax Strategy. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a great price. Law firms historically have a terrible reputation for service. It takes forever to talk to someone. It takes forever to get work done. And it seems like it costs 10 times what it should. That's not how we operate. We're really good at what we do because we only focus on one thing. We get our work done on time because we have great systems and great people. And we do it on budget because we work on a flat fee - you know exactly what the investment is before we start. If that sounds like the type of people you'd like to work with on your estate plan, we'd love to chat with you.

Jul 4, 20250 min

Attention! New Inherited IRA Rules.

Attention! New Inherited IRA Rules. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a great price. Law firms historically have a terrible reputation for service. It takes forever to talk to someone. It takes forever to get work done. And it seems like it costs 10 times what it should. That's not how we operate. We're really good at what we do because we only focus on one thing. We get our work done on time because we have great systems and great people. And we do it on budget because we work on a flat fee - you know exactly what the investment is before we start. If that sounds like the type of people you'd like to work with on your estate plan, we'd love to chat with you.

Jul 3, 20250 min

Do Deathbed Gifts Avoid Estate Taxes?

Do Deathbed Gifts Avoid Estate Taxes? 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a great price. Law firms historically have a terrible reputation for service. It takes forever to talk to someone. It takes forever to get work done. And it seems like it costs 10 times what it should. That's not how we operate. We're really good at what we do because we only focus on one thing. We get our work done on time because we have great systems and great people. And we do it on budget because we work on a flat fee - you know exactly what the investment is before we start. If that sounds like the type of people you'd like to work with on your estate plan, we'd love to chat with you.

Jul 2, 20250 min

Transfer on Death Deed Failure Story.

Transfer on Death Deed Failure Story. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a great price. Law firms historically have a terrible reputation for service. It takes forever to talk to someone. It takes forever to get work done. And it seems like it costs 10 times what it should. That's not how we operate. We're really good at what we do because we only focus on one thing. We get our work done on time because we have great systems and great people. And we do it on budget because we work on a flat fee - you know exactly what the investment is before we start. If that sounds like the type of people you'd like to work with on your estate plan, we'd love to chat with you.

Jul 1, 20250 min

What is probate and why do people hate it?

What is probate and why do people hate it? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes

Jun 11, 20252 min

Important Tax Reason Not To Give Your Kids Your House Before You Die.

Important Tax Reason Not To Give Your Kids Your House Before You Die. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a great price. Law firms historically have a terrible reputation for service. It takes forever to talk to someone. It takes forever to get work done. And it seems like it costs 10 times what it should. That's not how we operate. We're really good at what we do because we only focus on one thing. We get our work done on time because we have great systems and great people. And we do it on budget because we work on a flat fee - you know exactly what the investment is before we start. If that sounds like the type of people you'd like to work with on your estate plan, we'd love to chat with you.

Jun 10, 20251 min

When you die your assets will never go to the government.

When you die your assets will never go to the government. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a great price. Law firms historically have a terrible reputation for service. It takes forever to talk to someone. It takes forever to get work done. And it seems like it costs 10 times what it should. That's not how we operate. We're really good at what we do because we only focus on one thing. We get our work done on time because we have great systems and great people. And we do it on budget because we work on a flat fee - you know exactly what the investment is before we start. If that sounds like the type of people you'd like to work with on your estate plan, we'd love to chat with you.

Jun 9, 20251 min

The Washington State Estate Tax Is Changing!

The Washington State Estate Tax Is Changing! 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a great price. Law firms historically have a terrible reputation for service. It takes forever to talk to someone. It takes forever to get work done. And it seems like it costs 10 times what it should. That's not how we operate. We're really good at what we do because we only focus on one thing. We get our work done on time because we have great systems and great people. And we do it on budget because we work on a flat fee - you know exactly what the investment is before we start. If that sounds like the type of people you'd like to work with on your estate plan, we'd love to chat with you.

Jun 8, 20251 min

The 2 Estate Taxes Washington Residents Need To Know About.

The 2 Estate Taxes Washington Residents Need To Know About. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a great price. Law firms historically have a terrible reputation for service. It takes forever to talk to someone. It takes forever to get work done. And it seems like it costs 10 times what it should. That's not how we operate. We're really good at what we do because we only focus on one thing. We get our work done on time because we have great systems and great people. And we do it on budget because we work on a flat fee - you know exactly what the investment is before we start. If that sounds like the type of people you'd like to work with on your estate plan, we'd love to chat with you.

Jun 7, 20251 min

One Of The Easiest Ways To Avoid Washington State Estate Taxes.

One Of The Easiest Ways To Avoid Washington State Estate Taxes. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a great price. Law firms historically have a terrible reputation for service. It takes forever to talk to someone. It takes forever to get work done. And it seems like it costs 10 times what it should. That's not how we operate. We're really good at what we do because we only focus on one thing. We get our work done on time because we have great systems and great people. And we do it on budget because we work on a flat fee - you know exactly what the investment is before we start. If that sounds like the type of people you'd like to work with on your estate plan, we'd love to chat with you.

Jun 6, 20251 min

How Estate Planning Can Save - Or Wreck - A Life.

How Estate Planning Can Save - Or Wreck - A Life. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a great price. Law firms historically have a terrible reputation for service. It takes forever to talk to someone. It takes forever to get work done. And it seems like it costs 10 times what it should. That's not how we operate. We're really good at what we do because we only focus on one thing. We get our work done on time because we have great systems and great people. And we do it on budget because we work on a flat fee - you know exactly what the investment is before we start. If that sounds like the type of people you'd like to work with on your estate plan, we'd love to chat with you.

Jun 5, 20251 min

What is a revocable trust and why should you have one?

What is a revocable trust and why should you have one? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes

Jun 4, 20252 min

The First Thing To Do When Someone Dies.

The First Thing To Do When Someone Dies. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a great price. Law firms historically have a terrible reputation for service. It takes forever to talk to someone. It takes forever to get work done. And it seems like it costs 10 times what it should. That's not how we operate. We're really good at what we do because we only focus on one thing. We get our work done on time because we have great systems and great people. And we do it on budget because we work on a flat fee - you know exactly what the investment is before we start. If that sounds like the type of people you'd like to work with on your estate plan, we'd love to chat with you.

Jun 3, 20251 min

This Move Guarantees Probate Avoidance.

This Move Guarantees Probate Avoidance. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a great price. Law firms historically have a terrible reputation for service. It takes forever to talk to someone. It takes forever to get work done. And it seems like it costs 10 times what it should. That's not how we operate. We're really good at what we do because we only focus on one thing. We get our work done on time because we have great systems and great people. And we do it on budget because we work on a flat fee - you know exactly what the investment is before we start. If that sounds like the type of people you'd like to work with on your estate plan, we'd love to chat with you.

Jun 2, 20250 min

Powers of attorney only work while alive.

Powers of attorney only work while alive. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a great price. Law firms historically have a terrible reputation for service. It takes forever to talk to someone. It takes forever to get work done. And it seems like it costs 10 times what it should. That's not how we operate. We're really good at what we do because we only focus on one thing. We get our work done on time because we have great systems and great people. And we do it on budget because we work on a flat fee - you know exactly what the investment is before we start. If that sounds like the type of people you'd like to work with on your estate plan, we'd love to chat with you.

Jun 1, 20250 min

5 ways you can avoid probate.

5 ways you can avoid probate. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a great price. Law firms historically have a terrible reputation for service. It takes forever to talk to someone. It takes forever to get work done. And it seems like it costs 10 times what it should. That's not how we operate. We're really good at what we do because we only focus on one thing. We get our work done on time because we have great systems and great people. And we do it on budget because we work on a flat fee - you know exactly what the investment is before we start. If that sounds like the type of people you'd like to work with on your estate plan, we'd love to chat with you.

May 31, 20251 min

An Estate Planning Fact You Did Not Know.

An Estate Planning Fact You Did Not Know. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a great price. Law firms historically have a terrible reputation for service. It takes forever to talk to someone. It takes forever to get work done. And it seems like it costs 10 times what it should. That's not how we operate. We're really good at what we do because we only focus on one thing. We get our work done on time because we have great systems and great people. And we do it on budget because we work on a flat fee - you know exactly what the investment is before we start. If that sounds like the type of people you'd like to work with on your estate plan, we'd love to chat with you.

May 30, 20250 min

Estate Planning 101 in under 60 seconds.

Estate Planning 101 in under 60 seconds. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a great price. Law firms historically have a terrible reputation for service. It takes forever to talk to someone. It takes forever to get work done. And it seems like it costs 10 times what it should. That's not how we operate. We're really good at what we do because we only focus on one thing. We get our work done on time because we have great systems and great people. And we do it on budget because we work on a flat fee - you know exactly what the investment is before we start. If that sounds like the type of people you'd like to work with on your estate plan, we'd love to chat with you.

May 29, 20250 min

The different types of trust distribution schedules.

The different types of trust distribution schedules. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes

May 28, 20254 min

Land Trusts are a scam.

Land Trusts are a scam. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

May 27, 20251 min

Is It Okay To Move Real Estate With A Mortgage Into An LLC?

Is It Okay To Move Real Estate With A Mortgage Into An LLC? Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

May 26, 20251 min

The best revocable trust provisions for kids.

The best revocable trust provisions for kids. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

May 23, 20251 min

The wrong way to leave your house to your kids.

The wrong way to leave your house to your kids. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

May 22, 20250 min

5 Reasons to Create a Revocable Living Trust

5 Reasons to Create a Revocable Living Trust We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes

May 21, 20254 min

Do-It-Yourself Estate Planning Gone Wrong.

Do-It-Yourself Estate Planning Gone Wrong. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

May 21, 20251 min

3 Unexpected Reasons That Probate Sucks.

3 Unexpected Reasons That Probate Sucks. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

May 20, 20250 min

The Best Way To Prevent Kids From Blowing Their Inheritance.

The Best Way To Prevent Kids From Blowing Their Inheritance. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

May 19, 20250 min

When A Trust Is Appropriate For Real Estate Transfers.

When A Trust Is Appropriate For Real Estate Transfers. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

May 16, 20251 min

What does estate planning even mean?

What does estate planning even mean? Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

May 15, 20251 min

Estate Planning Case Study - Married with Young Kids

Estate Planning Case Study - Married with Young Kids We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes

May 14, 20258 min

A trust is not the only way to avoid probate.

A trust is not the only way to avoid probate. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

May 14, 20251 min

What are Non-Probate Assets?

What are Non-Probate Assets? Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

May 13, 20251 min

Washington State Estate Tax Changes!

Washington State Estate Tax Changes! Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

May 12, 20250 min

Why $2.2m in assets is the WA estate tax magic number.

Why $2.2m in assets is the WA estate tax magic number. Need estate planning or probate help? Click to set up your free consultation - https://cmslawfirm.com

May 9, 20250 min

Is a do-it-yourself estate plan good enough?

Is a do-it-yourself estate plan good enough? Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

May 8, 20251 min

Are Inherited Roth IRA Account Required to be Distributed?

Are Inherited Roth IRA Account Required to be Distributed? Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

May 6, 20251 min

3 reasons you can contest a will.

3 reasons you can contest a will. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

May 5, 20251 min

Dead ex-spouse on the deed? Here's what to do.

Dead ex-spouse on the deed? Here's what to do. And if you need help, let's chat. Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes

May 4, 20251 min

The 3 main characters in a revocable living trust.

The 3 main characters in a revocable living trust. Need estate planning or probate help? Click to set up your free consultation - https://cmslawfirm.com

Apr 13, 20251 min

A Will will Not Keep You Out of Probate.

A Will will Not Keep You Out of Probate. Need estate planning or probate help? Click to set up your free consultation - https://cmslawfirm.com

Apr 10, 20250 min

What is probate and why do people want to avoid it?

What is probate and why do people want to avoid it? Need estate planning or probate help? Click to set up your free consultation - https://cmslawfirm.com

Apr 9, 20250 min

3 Reasons to Have a Revocable Living Trust.

3 Reasons to Have a Revocable Living Trust. Need estate planning or probate help? Click to set up your free consultation - https://cmslawfirm.com

Apr 8, 20251 min

Why a married couple might want two trusts.

Why a married couple might want two trusts. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Mar 29, 20250 min