Pacific Northwest's Premiere Estate Planning Law Firm | Free Strategy Session - 206.659.1512
CMS Law Firm LLC | Bellevue Estate Planning Attorneys | Seattle Estate Planning Lawyers
  • Our Work
  • About Us
  • Blog
  • Contact Us

Newsletters

1 December

10 Things I’m Thankful For… | Rich Life Letter #084

Estate Planning, Newsletters, December 1, 2024

Happy Sunday! And Happy Thanksgiving! Before I get into my thankful list, a couple of logistical bits of information. First, our office will be closed the entire week of Christmas.

Continue Reading

24 November

Bomb Cyclones and Stuff… | Rich Life Letter #083

Estate Planning, Newsletters, November 24, 2024

Happy Sunday! Wow. What a week! The bombcyclone hit us pretty hard – the office lost power Wednesday through Friday and my house lost power Tuesday through Saturday. It’s pretty.

Continue Reading

17 November

A Gifting Reminder… | Rich Life Letter #082

Estate Planning, Newsletters, November 17, 2024

Happy Sunday! Shorty but a goody today. Gifting. Reminder, you have until the end of the year to give up to $18k to as many people as you want without.

Continue Reading

12 November

Estate Tax Tips Under Trump Administration… | Rich Life Letter #081

Estate Planning, Newsletters, November 12, 2024

Happy Tuesday!I hope everyone had a chance to enjoy the day off yesterday (here at the firm if the court is closed we’re closed, so the team had the day.

Continue Reading

3 November

Inheriting Bank Accounts… | Rich Life Letter #080

Estate Planning, Newsletters, November 3, 2024

Happy Sunday!Today I want to talk about bank accounts. They seem pretty straightforward, but there can be some HUGE consequences if you don’t understand how they operate. Here’s an example.

Continue Reading

20 October

What to Do When You Can’t Decide on Your People | Rich Life Letter #079

Estate Planning, Newsletters, October 20, 2024

Happy Sunday!Today I wanted to talk about a common issue I see in estate planning, something that holds a lot of people back from taking action, to their detriment… not.

Continue Reading

14 October

Times You Don’t Need to Update Your Plan | Rich Life Letter #078

Estate Planning, Newsletters, October 14, 2024

Happy Monday! This week’s newsletter is coming to you on a Monday because we’re closed for the holiday (Columbus Day/Indigenous People’s Day) and I can’t stop working. :) And, I.

Continue Reading

6 October

Why I Hate Testamentary Trusts | Rich Life Letter #077

Estate Planning, Newsletters, October 6, 2024

Happy Sunday! Every month all of the attorneys on the team get together for a happy hour. It’s a great time to bond outside of work. And, although we are.

Continue Reading

29 September

Annual Gifting for Tax Savings… | Rich Life Letter #076

Estate Planning, Newsletters, September 29, 2024

Happy Sunday! As we are coming up on the end of the year (can you believe it?!?) I thought I’d give you a little annual gifting reminder/prompt in case you.

Continue Reading

22 September

Why Would Simple Estates Need a Trust? | Rich Life Letter #075

Estate Planning, Newsletters, September 22, 2024

Happy Sunday! This is a question from one of you out there that actually reads this newsletter! :) If you are a regular reader, by the way, thank you. I.

Continue Reading

Newer Posts
Older Posts

Need Help With Probate?

Click Here For Your
Free Probate Strategy Session

Need Help With Estate Planning?

click here for your free
estate planning strategy session

Categories

  • Estate Planning
  • Newsletters
  • Probate
  • Trusts
  • Videos

Need Help?

I need help with probate
I need help with estate planning
footer-logo
Terms and Conditions | Privacy Policy | Contact Us
Kirkland Office
811 Kirkland Ave. Suite 201
Kirkland WA | 98033
206.659.1512
Kent Office
19717 62nd Ave S. Suite D-107
Kent, WA 98032
  • Our Work
  • About Us
  • Blog
  • Contact Us