Estate taxes. Everyone wants to have enough money to have to pay them, and everyone wants to avoid them. Well, today you’re in luck. I’m going to teach you about one way to effectively pay no estate tax. Why “effectively”? Because you’re not technically going to pay zero estate tax. But it will be something like a 95% discount. What vehicle am I talking about to do this? The Irrevocable Life Insurance Trust (ILIT for short, as in eye-lit). Today…
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!
Since I’m kind of killing time before I get into November’s deep dive into irrevocable life insurance trusts, I thought I’d open up a little and tell you what this firm is all about. Because I didn’t choose estate planning and probate casually. I didn’t stumble into it. It was a VERY intentional choice. And today I’m going to tell you a little about that. First things first, estate planning and probate wasn’t the first thing I did as a…
Real estate – what happens if property owners can’t agree to sell or not? 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!
Hello! I hope you are having an amazing Sunday. I’m sure I’m going to even though it’s not yet Sunday as I’m writing this. :) If you’ve been around for a while you know I periodically send out newsletters – well, that’s about to change. I’ve actually sat down and thought about what I might want to say here and planned it out so every week you’ll (hopefully) get a lot of value from the time you spend reading this….
I love holidays. Not only are they great opportunities to spend time with family and friends, they give me an easy topic to write about for this newsletter. :) And the reason I love writing about them is, for many, I don’t know much about their origin story. We all know Labor Day is about celebrating the working class here in America, but do you know its origin story? Well, you’re about to. Turns out in the late 1880’s a…
3 things I hate about 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!
