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Estate Planning

15 June

Father’s Day Thoughts… | Rich Life Letter #106

Estate Planning, Newsletters, June 15, 2025

Happy Father’s Day to all you dads out there! Hope you’re having a great day and getting to do whatever you want on your day. And, because I’m an estate.

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9 June

Washington Estate Tax: What You Need to Know (and How to Reduce It)

Estate Planning, June 9, 2025

Attention Washington residents: Did you know our state has its own estate tax that kicks in at just $3 million? That threshold includes the value of real estate and life.

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8 June

More WA State Estate Tax Strategies | Rich Life Letter #105

Estate Planning, Newsletters, June 8, 2025

Happy Sunday! Last week we talked about how a Credit Shelter Trust (sidenote – miss a newsletter? They’re ALL on our website – https://cmslawfirm.com/blog) can help married couples take their.

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7 June

No, the Government Won’t Take Your Assets When You Die

Estate Planning, June 7, 2025

One of the most common misconceptions I hear during estate planning consultations is this: “If I don’t make an estate plan, the government will take all my assets.” Let me.

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7 June

Washington State Estate Tax Changes Coming in 2025: What You Need to Know

Estate Planning, June 7, 2025

If you’re a Washington resident with a sizable estate, big changes are coming to the state estate tax on July 1, 2025. For the first time in over a decade,.

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5 June

Why You Should Think Twice Before Gifting Your House to Your Kids

Estate Planning, June 5, 2025

When it comes to passing on your home to your children, there’s an important tax consideration many people overlook: the step-up in tax basis. Understanding this can save your heirs.

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5 June

The Two Estate Taxes Washington Residents Need to Know About

Estate Planning, June 5, 2025

If you live in Washington state and are planning your estate, understanding how estate taxes work is crucial. I’m Christopher Small, owner of CMS Law Firm, where we specialize in.

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4 June

How to Avoid Washington State Estate Tax by Moving Out of State

Estate Planning, June 4, 2025

Washington residents face a unique challenge when it comes to estate taxes. If your estate exceeds the state’s exemption threshold, Washington’s estate tax can take a significant chunk of your.

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2 June

How a Good Estate Plan Can Save a Life

Estate Planning, June 2, 2025

A good estate plan doesn’t just protect your assets—it can change the course of someone’s life. Without it, even well-meaning families can face chaos, conflict, and unnecessary hardship. With it,.

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25 May

Want $6m before Estate Taxes Instead of $3m? | Rich Life Letter #104

Estate Planning, Newsletters, May 25, 2025

Happy Sunday! First things first, sorry for taking two weeks to get this information to you. I promised to do this last week but forgot (and thanks for those who.

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