Estate Planning Attorney and Probate Lawyer Blog

When my estate planning clients are done creating their revocable living trust I usually do two things: 1. I move all of their real estate into the trust; and 2. I counsel them to update all of their beneficiary and transfer on death designees to be the trust. This has the effect of putting all of the real estate in the trust and leaving the financial accounts out of the trust until they die. The primary reason I do this…

How estate planning can get complicated even when it seems simple. <a href=”https://cmslawfirm.com/strategysession” target=”_blank” rel=”noopener”>Click here to schedule a FREE strategy session with an estate planning attorney.</a>https://estatemeeting.com

Zappos CEO Tony Hseih didn’t have a will. Maybe he didn’t need one. – <a href=”https://cmslawfirm.com/strategysession” target=”_blank” rel=”noopener”>Click here to schedule a FREE strategy session with an estate planning attorney.</a>

How to plan for large estates. <a href=”https://cmslawfirm.com/strategysession” target=”_blank” rel=”noopener”>Click here to schedule a FREE strategy session with an estate planning attorney.</a>https://estatemeeting.com

I get a lot of calls from people looking for help from a probate attorney who tell me something like this: “My (insert loved one’s relationship) died a couple of weeks ago and I am the named executor in the will. I’ve started doing a bunch of stuff and want to get access to the accounts to do more stuff. How do I do that?” While I appreciate the enthusiasm I always have to invite the to pump the brakes…

Estate planning and the “silent” real estate owner. <a href=”https://cmslawfirm.com/strategysession” target=”_blank” rel=”noopener”>Click here to schedule a FREE strategy session with an estate planning attorney.</a>https://estatemeeting.com

What is a charitable remainder trust? <a href=”https://cmslawfirm.com/strategysession” target=”_blank” rel=”noopener”>Click here to schedule a FREE strategy session with an estate planning attorney.</a>https://estatemeeting.com