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Estate Planning

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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16 October

When You Need to File an Estate Tax Return in Washington State

Estate Planning, October 16, 2025

If you’re navigating estate planning in Washington State, it’s important to know when an estate tax return is required. I’m Christopher Small, owner of CMS Law Firm, where we specialize.

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12 October

Your Go-To Cure for the Common Cold. | Rich Life Letter #120

Estate Planning, Newsletters, October 12, 2025

Happy Sunday! Today we’re going to keep this short and sweet – I have a cold and am deep in recovery. 🙂 I thought it would be fun to hear.

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10 October

How Long Does It Take to Make an Estate Plan?

Estate Planning, October 10, 2025

 Creating an estate plan is an important step in protecting your assets and ensuring your wishes are carried out. One of the most common questions I get from clients.

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9 October

Can Your Power of Attorney Change Your Beneficiary Designations?

Estate Planning, October 9, 2025

 A common question I hear from clients is whether a power of attorney (POA) can be used to change beneficiary designations. I’m Christopher Small, owner of CMS Law Firm,.

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