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Estate Planning

22 March

Should you put your car in your revocable trust?

Estate Planning, Trusts, March 22, 2023

Should you put your car in your revocable trust? 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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21 March

Estate Planning Client Profile #173 | Married Couple | $30M+ estate

Estate Planning, March 21, 2023

These clients came to us from a referral. They were interested in generally making sure their assets when where they wanted them to go and avoiding WA state and federal.

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21 March

The perfect trust distribution schedule for kids.

Estate Planning, Trusts, March 21, 2023

The perfect trust distribution schedule for kids. 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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21 March

Tax rules for inherited 401Ks.

Estate Planning, March 21, 2023

Tax rules for inherited 401Ks. 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.

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20 March

The wrong way to make estate plan changes.

Estate Planning, March 20, 2023

The wrong way to make estate plan changes. 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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19 March

Creating Great Traditions | Rich Life Letter #032

Estate Planning, Newsletters, March 19, 2023

It’s been a while since I wrote one of these newsletters. Every time I do I say I’m going to start writing them more often. This newsletter is no different..

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17 March

The perfect kid trust distribution schedule.

Estate Planning, Trusts, March 17, 2023

The perfect kid trust distribution schedule. 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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16 March

Probate isn’t always the answer.

Estate Planning, March 16, 2023

Probate isn’t always the answer. 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.

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15 March

Estate planning and inherited IRAs.

Estate Planning, March 15, 2023

Estate planning and inherited IRAs. 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.

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14 March

Warning! Revocable living trusts do NOT provide asset protection.

Estate Planning, Trusts, March 14, 2023

Warning! Revocable living trusts do NOT provide asset protection. 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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