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Estate Planning

19 November

ILITs and Term Life vs. Permanent Life Insurance… | Rich Life Letter #049

Estate Planning, Newsletters, November 19, 2023

Happy Sunday! Before I get to the good stuff I wanted to take a moment to wish you a Happy Thanksgiving! I always love to take a minute around this.

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12 November

Three ILIT Things You MUST Know. | Rich Life Letter #048

Estate Planning, Newsletters, November 12, 2023

Happy Sunday! This is week two of our ILIT (irrevocable life insurance trust) deep dive. As I’m sure you remember, an ILIT basically works like this: 1. The grantor creates.

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9 November

How is separate property divided in probate?

Estate Planning, November 9, 2023

How is separate property divided in probate? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can.

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8 November

Do we have notaries at the firm?

Estate Planning, November 8, 2023

Do we have notaries at the firm? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can.

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5 November

An Easy Way to Avoid Estate Taxes… (Part 1) | Rich Life Letter #047

Estate Planning, Newsletters, November 5, 2023

Estate taxes. Everyone wants to have enough money to have to pay them, and everyone wants to avoid them. Well, today you’re in luck. I’m going to teach you about.

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31 October

Trust question – put both spouses’ names on it or just one?

Estate Planning, Trusts, October 31, 2023

Trust question – put both spouses’ names on it or just one? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to.

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29 October

Why Do You Do This? | Rich Life Letter #046

Estate Planning, Newsletters, October 29, 2023

Since I’m kind of killing time before I get into November’s deep dive into irrevocable life insurance trusts, I thought I’d open up a little and tell you what this.

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27 October

Real estate – what happens if property owners can’t agree to sell or not?

Estate Planning, October 27, 2023

Real estate – what happens if property owners can’t agree to sell or not? At CMS Law Firm we do estate planning, we do it well, and we’d love to.

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22 October

Getting Serious About the Newsletter | Rich Life Letter #045

Estate Planning, Newsletters, October 22, 2023

Hello! I hope you are having an amazing Sunday. I’m sure I’m going to even though it’s not yet Sunday as I’m writing this. 🙂 If you’ve been around for.

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4 September

Labor Day Origin Story… | Rich Life Letter #044

Estate Planning, Newsletters, September 4, 2023

I love holidays. Not only are they great opportunities to spend time with family and friends, they give me an easy topic to write about for this newsletter. 🙂 And.

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