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Estate Planning

31 December

Our Plan for 2024 | Rich Life Letter #053

Estate Planning, Newsletters, December 31, 2023

Happy New Year! Well, tomorrow, at least. :) I thought I’d close out this year by letting you see inside the Kimono and get a peek at what we’re focusing.

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25 December

Merry Christmas! | Rich Life Letter #052

Estate Planning, Newsletters, December 25, 2023

Merry Christmas! No big message or lesson today – I just hope Santa brought you something special. :) And, a reminder (okay one small message) – you only get so.

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17 December

Anonymous LLC are Going Bye Bye (kind of)… | Rich Life Letter #051

Estate Planning, Newsletters, December 17, 2023

Happy Sunday! If you are like me and follow a bunch of CPAs and attorneys on TikTok, then you can’t go a video or two without someone making a video.

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11 December

How do you remove a deceased spouse from real estate?

Estate Planning, December 11, 2023

How do you remove a deceased spouse from real estate? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about.

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7 December

The most important estate planning doc.

Estate Planning, December 7, 2023

The most important estate planning doc. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect.

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5 December

Client Profile #178 – Married – No Kids – Pets – Charity.

Estate Planning, December 5, 2023

Client Profile #178 | Married – No Kids – Pets – Charity. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to.

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4 December

PSA from Sheriff Chris.

Estate Planning, December 4, 2023

PSA from Sheriff Chris. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect your family,.

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3 December

Federal Gift Rules vs. WA Gift Rules… | Rich Life Letter #050

Estate Planning, Newsletters, December 3, 2023

Happy Sunday! I hope you enjoyed last month’s theme – ILITs (irrevocable life insurance trusts). But, November is over, so it’s time for a new topic! This month, since it’s.

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30 November

Am I the owner of a rental house that I put into an LLC and then into a revocable trust?

Estate Planning, Trusts, November 30, 2023

Am I the owner of a rental house that I put into an LLC and then into a revocable trust? At CMS Law Firm we do estate planning, we do.

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28 November

Client Profile #177 | Keeping Things in the Family.

Estate Planning, November 28, 2023

Client Profile #177 | Keeping Things in the Family. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how.

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