Happy Sunday! Today I wanted to talk about something I’m seeing all over TikTok (yes, I’m on TikTok – we post a lot of content there) – the non-grantor irrevocable.
Happy Sunday! Today is a great day because we have some NEW estate planning stuff to talk about! As you probably heard, Congress approved and President Trump signed into law.
Happy Sunday! I’m reading this book called “Alchemy: the dark art and curious science of creating magic in brands, business, and life”, and one of the overriding concepts of the.
Happy Sunday! I’m out of town winding up a vacation, and wanted to just give a little shout out to America as the 4th of July comes upon us. I.
Happy Sunday! I thought I’d talk about this as I seem to consistently get people checking in on us after talking to their CPA and or financial planner and being.
Happy Father’s Day to all you dads out there! Hope you’re having a great day and getting to do whatever you want on your day. And, because I’m an estate.
Happy Sunday! Last week we talked about how a Credit Shelter Trust (sidenote – miss a newsletter? They’re ALL on our website – https://cmslawfirm.com/blog) can help married couples take their.
Happy Sunday! First things first, sorry for taking two weeks to get this information to you. I promised to do this last week but forgot (and thanks for those who.
Happy Sunday! Today I wanted to talk about what happens when your estate plan isn’t set up properly – and show you in real life how that has consequences that.
It’s been a long time coming, but Washington State FINALLY updated their estate tax laws.However, as is to be expected, when updates happen, there is a mix of good and.
