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Estate Planning

7 January

Revocable Living Trusts Do Not Provide Asset Protection

Estate Planning, January 7, 2021

When people think about protecting their assets they often think of trusts. We always see in the movies how super rich people doing bad things or wanting to avoid taxes.

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4 January

Will a Revocable Living Trust Mess Up My Refi?

Estate Planning, January 4, 2021

The chances of you living in your house forever are slim. Like, very slim. A question we get asked often by our estate planning clients, either during the estate planning.

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29 December

Do You Have to Record Your Revocable Living Trust?

Estate Planning, December 29, 2020

A question I get asked often as an estate planning attorney is whether or not one has to record their revocable living trust once it is active. It’s a great.

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28 December

Umbrella Insurance Policy Quick Tip

Estate Planning, December 28, 2020

Umbrella policy quick tip. As an estate planning attorney I often get asked questions about asset protection. Particularly when it comes to ensuring rental homes and second homes. Should I.

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23 December

The Best Christmas Gift You Can Give

Estate Planning, December 23, 2020

The best Christmas gift you can give is safety and peace of mind for you, your family, and future generations. Easiest way to do that is with an estate plan..

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22 December

Three Ways to Challenge a Will or Trust

Estate Planning, December 22, 2020

A common estate planning attorney question I get is “how can I make sure no one challenges my will?” I always tell everyone the same thing: “There is no way.

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17 December

Don’t Quitclaim Deed Your Kids Your Real Estate

Estate Planning, December 17, 2020

A common idea when people are thinking about estate planning is to quitclaim their home to their kids. The thinking is it will allow one to avoid probate and just.

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16 December

Easy Revocable Trust Banking Solution

Estate Planning, December 16, 2020

When my estate planning clients are done creating their revocable living trust I usually do two things: 1. I move all of their real estate into the trust; and 2..

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10 December

How Estate Planning Can Get Complicated Even When it Seems Simple

Estate Planning, December 10, 2020

How estate planning can get complicated even when it seems simple. <a href=”https://cmslawfirm.com/strategysession” target=”_blank” rel=”noopener”>Click here to schedule a FREE strategy session with an estate planning attorney.</a>https://estatemeeting.com

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7 December

Zappo’s CEO Tony Hseih didn’t have a will. Maybe he didn’t need one.

Estate Planning, December 7, 2020

Zappos CEO Tony Hseih didn’t have a will. Maybe he didn’t need one. – <a href=”https://cmslawfirm.com/strategysession” target=”_blank” rel=”noopener”>Click here to schedule a FREE strategy session with an estate planning attorney.</a>

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