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Estate Planning

30 June

Q3 Goals… | Rich Life Letter #068

Estate Planning, Newsletters, June 30, 2024

Happy Sunday! You may not have realized it, but today is officially the last day of the second quarter of 2024. Yes, the year is officially half over! I wanted.

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23 June

The Practice of Life… | Rich Life Letter #067

Estate Planning, Newsletters, June 23, 2024

The practice of life… As you all know I own a law firm and an accounting firm. And you have probably heard both referred to as a “practice.” The practice.

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16 June

Not Your Usual Father’s Day Message… | Rich Life Letter #066

Estate Planning, Newsletters, June 16, 2024

It’s probably best to get the pleasantries out of the way first… Happy Father’s Day to all you dads out there. I wanted to take this opportunity to talk about.

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13 June

Two reasons people create trusts WITHOUT millions in assets.

Estate Planning, Newsletters, Probate, June 13, 2024

This is a question I received on TikTok from a subscriber. He said: “I was told don’t bother with a trust until we have the $24.5m in assets together. Why.

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9 June

The First Step Toward Zero WA Estate Tax… If You’re Married. | Rich Life Letter #065

Estate Planning, Newsletters, June 9, 2024

Everyone always wants to know how to reduce taxes, so I thought this week I’d remind you of the first way to zero out your WA state estate tax, if.

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29 May

Will a bank tell you if you are a beneficiary on an account?

Estate Planning, May 29, 2024

Will a bank tell you if you are a beneficiary on an account? At CMS Law Firm we do estate planning and probate, and we do it well. If you.

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26 May

44 Thoughts on My 44th Birthday… | Rich Life Letter #064

Estate Planning, Newsletters, May 26, 2024

Okay, technically my birthday is on Tuesday. But this isn’t a Tuesday newsletter, it’s a Sunday newsletter, so you’re getting some advice a couple days early this year. Every year.

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22 May

Transfer on death deed and mortgages.

Estate Planning, Videos, May 22, 2024

Transfer on death deed and mortgages. At CMS Law Firm we do estate planning and probate, and we do it well. If you need help, we’d love to talk to.

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21 May

If you don’t know what you’re doing, don’t do it.

Estate Planning, Videos, May 21, 2024

If you don’t know what you’re doing, don’t do it. At CMS Law Firm we do estate planning and probate, and we do it well. If you need help, we’d.

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20 May

Two Star Reviews You Love to See… | Rich Life Letter #063

Estate Planning, Newsletters, May 20, 2024

Last week we received a two star review. Normally, I don’t like two star reviews. I mean, it’s two stars. But this one I didn’t mind so much. Here’s the.

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