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Estate Planning

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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14 May

Real estate upgrades when the first spouse dies.

Estate Planning, May 14, 2024

Real estate upgrades when the first spouse dies. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you.

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13 May

When dealing with a split family, is probate inevitable?

Estate Planning, May 13, 2024

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 you about how you can protect.

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12 May

Happy Mother’s Day! | Rich Life Letter #062

Estate Planning, Newsletters, May 12, 2024

Happy Mother’s Day! No long message here today. Nothing deep. Just a good ole fashioned Happy Mother’s Day to all you moms out there. I’ve got two great moms in.

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9 May

What is the best way to leave your house to your kids when it’s paid off?

Estate Planning, May 9, 2024

What is the best way to leave your house to your kids when it’s paid off? At CMS Law Firm we do estate planning and probate, and we do it.

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