Curious about how the gift tax affects you and your financial planning? In this informative video, Christopher Small from CMS Law Firm demystifies the gift tax process. He explains the.
Welcome to another Rich Life Letter, the weekly newsletter of CMS Law Firm LLC (written by Christopher Small, the founder of the firm). My goal here is simple – give.
Happy Sunday! Today I thought it would be fun to talk about irrevocable trusts. We hear about them from time to time as this estate tax and asset protection savior,.
Do revocable living trusts need maintenance? The short answer is, no, they don’t. The only time you’d ever need to take action with respect to your revocable living trust is.
Normally I’d start this message off with “Happy Sunday!”, but not today. Today we are once again reminded of the lack of control we have over our lives in the.
Happy Sunday! I wrote this post on the 4th but didn’t want to bug you on holiday. So, here’s my letter to the USA. The 4th of July this year.
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.
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.
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.
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.
