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Newsletters

8 June

More WA State Estate Tax Strategies | Rich Life Letter #105

Estate Planning, Newsletters, June 8, 2025

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.

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25 May

Want $6m before Estate Taxes Instead of $3m? | Rich Life Letter #104

Estate Planning, Newsletters, May 25, 2025

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.

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18 May

The Estate Planning Mistake That Left Gene Hackman’s $80 Million Legacy in Limbo. | Rich Life Letter #103

Estate Planning, Newsletters, May 18, 2025

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.

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11 May

Washington’s Estate Tax Just Changed! Here’s the Good and the Bad | Rich Life Letter #102

Estate Planning, Newsletters, May 11, 2025

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.

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4 May

What Happens if You Leave $500k to a 19 Year Old? | Rich Life Letter #101

Estate Planning, Newsletters, May 4, 2025

(Spoiler: It’s not good.)A few years ago, a potential client came in devastated. Her mother had passed, and she’d just discovered that her younger brother — 19 years old, a.

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27 April

Things To Know When Someone Dies (Procedurally) | Rich Life Letter #100

Estate Planning, Newsletters, April 27, 2025

I thought it would be fitting to talk about something really uncomfortable for our 100th edition of the newsletter – and what’s more uncomfortable than death? In all seriousness, when.

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20 April

Why Are Estate Plans So Long? | Rich Life Letter #099

Estate Planning, Newsletters, April 20, 2025

Happy Sunday! Today I want to talk about a question we get all the time here at the firm – “Why are estate plans so long? It seems like simpler.

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6 April

Let’s Talk About Estate Taxes… Estate Planning Attorney Letter #098

Estate Planning, Newsletters, April 6, 2025

let’s talk about taxes… Happy Sunday! Before I get into the fun stuff I have an important announcement to make – we found our new Corina! I mentioned a couple.

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16 March

The Best Trust Distribution Schedule… | Estate Planning Lawyer Letter #97

Estate Planning, Newsletters, March 16, 2025

This one’s going to be short but packed with thought provoking material. So buckle up! I’m in Spokane at the boys state basketball tournament so I’ve had A LOT of.

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2 March

Why Are Estate Plans Soooooooo Long? | Rich Life Letter #095

Estate Planning, Newsletters, March 2, 2025

I thought I’d write about why estate plans are so long this week because I’ve had a few clients ask about it. The question is something like “our stuff is.

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