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Estate Planning

17 June

Does my revocable trust give me asset protection?

Estate Planning, June 17, 2020

Does my revocable trust give me asset protection? PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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15 June

How to handle grumpy beneficiaries.

Estate Planning, June 15, 2020

How to handle grumpy beneficiaries. PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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11 June

Should I try to replace my parent’s power of attorney?As our loved ones age, caring for them becomes emotional and creates issues among family members that often are able to linger out of sight.

Estate Planning, June 11, 2020

Should I try to replace my parent’s power of attorney? As our loved ones age, caring for them becomes emotional and creates issues among family members that often are able.

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7 June

True Legacy Building | Rich Life Letter #009

Estate Planning, Newsletters, June 7, 2020

I am 100% content with leaving my kids zero dollars when I die. Yep. I said it. An estate planning attorney who doesn’t obsess over his own estate. The blasphemy..

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4 June

To build a sound house, start with the foundation.

Estate Planning, June 4, 2020

To build a sound house, start with the foundation. PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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3 June

The kind of legacy money can’t buy.

Estate Planning, June 3, 2020

The kind of legacy money can’t buy. PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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25 May

It’s Not Just Money… | Rich Life Letter #008

Estate Planning, Newsletters, May 25, 2020

It’s Memorial Day, a day when we’re supposed to be thinking of all the people that gave their lives so we can be safe here in the good ole U.

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20 May

What’s the asset minimum for needing a trust?

Estate Planning, May 20, 2020

What’s the asset minimum for needing a trust? <strong>PS – <a href=”https://cmslawfirm.com/strategysession“>Click here to schedule a FREE strategy session with an estate planning attorney.</a></strong>

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19 May

How to give access to bank accounts.

Estate Planning, May 19, 2020

How to give access to bank accounts. PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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18 May

Blended family estate planning considerations.

Estate Planning, May 18, 2020

Blended family estate planning considerations. PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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