Estate Planning Strategies
1,229 episodes — Page 8 of 25
Warning! Trust + s-corp can equal trouble.
Warning! Trust + s-corp can equal trouble. 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
Income tax exemptions only work while you are alive.
Income tax exemptions only work while you are alive. 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
ILIT - trust first or life insurance first?
ILIT - trust first or life insurance first? 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
Can you redo an irrevocable trust?
Can you redo an irrevocable 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
Real estate and death of spouse - probate required?
Real estate and death of spouse - probate required? 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
Do you have to use inheritance as directed?
Do you have to use inheritance as directed? 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
Is the executor required to give you a copy of the Will?
Is the executor required to give you a copy of the Will? 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
Inherited real estate and mortgage rules.
Inherited real estate and mortgage rules. 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
When is the Right Time to Create an Irrevocable Trust?
When is the Right Time to Create an Irrevocable 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
How to get a Copy of a Will After Someone Dies.
How to get a Copy of a Will After Someone Dies. 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
Do You Need Estate Planning If You have No Assets?
Do You Need Estate Planning If You have No Assets? 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
Why do Health Care Directives Exist?
Why do Health Care Directives Exist? 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
How Business Owners Create a Power of Attorney.
How Business Owners Create a Power of Attorney. 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
An Example of How NOT to Draft a Will
An Example of How NOT to Draft a Will 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
Your Probate Questions Answered - Grandma's Farm.
Your Probate Questions Answered - Grandma's Farm. 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
The best place to store your estate plan.
The best place to store your estate plan. 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
Can the Executor just Kick You Out of Your House?
Can the Executor just Kick You Out of Your House? 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
An Important Consideration if Creating a Medicaid Asset Protection Trust.
An Important Consideration if Creating a Medicaid Asset Protection 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 #lawyer #attorney #taxes #money
How to Get Cash in a Probate with Only Real Estate.
How to Get Cash in a Probate with Only Real Estate. 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
You do not have to give someone $1 to disinherit them.
You do not have to give someone $1 to disinherit them. 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
How Does a Will Work?
How Does a Will Work? 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
Can You Add or Delete Beneficiaries from an Irrevocable Trust?
Can You Add or Delete Beneficiaries from an Irrevocable 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 #lawyer #attorney #taxes #money
Estate planning and AI don't compute - yet.
Estate planning and AI don't compute - yet. 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
The best way to keep your home safe from a Medicaid lien.
The best way to keep your home safe from a Medicaid lien. 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
What does a guardian ad litem do in a probate?
What does a guardian ad litem do in a probate? 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
Do not let your estate planning attorney keep your original docs.
Do not let your estate planning attorney keep your original docs. 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
A revocable trust always travels with a will.
A revocable trust always travels with a will. 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
What to do if your estate planning attorney retires.
What to do if your estate planning attorney retires. 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
The best first irrevocable trust to create for estate tax avoidance.
The best first irrevocable trust to create for estate tax avoidance. 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
What do drug dealers, adult website owners, and the ultra-wealthy have in common?
What do drug dealers, adult website owners, and the ultra-wealthy have in common? 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
What happens to a car lease when someone dies?
What happens to a car lease when someone dies? 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
What is a foreign will?
What is a foreign will? 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
Two things you need to know to create an estate plan.
Two things you need to know to create an estate plan. 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
Who pays estate taxes owed by an estate?
Who pays estate taxes owed by an estate? 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
QPRTs - qualified personal residence trusts - what you need to know.
QPRTs - qualified personal residence trusts - what you need to know. 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
What to do when trustor dies.
What to do when trustor dies. 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
How to redo your trust without starting over.
How to redo your trust without starting over. 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
How does the gift tax work?
How does the gift tax work? 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
How to pick a great Trustee.
How to pick a great Trustee. 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
How much maintenance is required for a revocable living trust?
How much maintenance is required for 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
Gift taxes explained.
Gift taxes explained. 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
Estate planning with an ex-spouse - what NOT to do.
Estate planning with an ex-spouse - what NOT to do. 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
What is a self-settled irrevocable trust?
What is a self-settled irrevocable 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 here -> https://cmslawfirm.com/
How to change an irrevocable trust - yes it's possible.
How to change an irrevocable trust - yes it's possible. 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 here -> https://cmslawfirm.com/
How to keep random people from claiming they're your kids for inheritance.
How to keep random people from claiming they're your kids for inheritance. 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 upgrades when the first spouse dies.
Real estate upgrades when the first spouse dies. 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 here -> https://cmslawfirm.com/
Estate planning with an ex-spouse. An example of what not to do.
Estate planning with an ex-spouse. An example of what not to do. 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 here -> https://cmslawfirm.com/
Retirement account beneficiary must-dos.
Retirement account beneficiary must-dos. 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 here -> https://cmslawfirm.com/
Do you even need a 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 here -> https://cmslawfirm.com/
Beneficiary designations and pension plans.
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 here -> https://cmslawfirm.com/