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Estate Planning

25 October

When It’s Time to Hire a Bookkeeper for Your Law Firm

Estate Planning, October 25, 2025

 One of the questions I hear most often from solo and small firm owners is simple: “How do I know when it’s time to hire a bookkeeper?” The truth.

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24 October

How to Separate Personal and Business Expenses When Traveling for Work

Estate Planning, October 24, 2025

 When you travel for business, it’s easy for the lines between work and leisure to get blurry. You might attend meetings, plan strategy, and then squeeze in an activity.

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24 October

2 Ways to Avoid Probate When You Own Real Estate

Estate Planning, October 24, 2025

If you own real estate, one of the smartest estate planning moves you can make is figuring out how to avoid probate. Probate is the legal process of transferring your.

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23 October

Why Life Insurance Proceeds Count Toward Your Estate

Estate Planning, October 23, 2025

Many people assume that life insurance proceeds automatically bypass estate taxes. That’s not always true — and it can lead to unexpected tax consequences if you’re not careful. I’m Christopher.

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22 October

Proper IOLTA Account Management for Personal Injury Attorneys

Estate Planning, October 22, 2025

 Managing an IOLTA (Interest on Lawyers’ Trust Accounts) correctly is essential for any attorney, but it’s especially critical for personal injury lawyers handling settlements. Mismanaging these funds can lead.

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22 October

Joint Tenancy vs. Tenants in Common: Understanding the Difference

Estate Planning, October 22, 2025

When it comes to owning property with someone else, the way you hold title matters — especially for estate planning. Two common forms of ownership are joint tenants with rights.

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20 October

Why a Testamentary Trust Could Be a Problem for Your Estate Plan

Estate Planning, October 20, 2025

Not all trusts are created equal. In fact, one type of trust can actually cause more hassle than it solves. If you have this type of trust, it’s time to.

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19 October

Irrevocable Trusts – Benefits and Costs | Rich Life Letter #121

Estate Planning, Newsletters, October 19, 2025

Happy Sunday! Hopefully you’re having a great weekend, even though the cold and rain of the season has appeared to settle in. Have no fear, though, what I’m about to.

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19 October

Do Beneficiaries Pay Taxes on Their Inheritance?

Estate Planning, October 19, 2025

Many people worry about taxes when they inherit assets. As an estate planning attorney, I get asked this question all the time. I’m Christopher Small, owner of CMS Law Firm.

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18 October

How Much Money Do You Need Before You Need a Trust?

Estate Planning, October 18, 2025

  Many people wonder if a revocable trust is only necessary once they reach a certain net worth. As an estate planning attorney, I get asked this question frequently. I’m.

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