Probate Attorney Blog

Everything you need to know about probate, including how to get letters, if you need probate, and more.

How to avoid excise tax AND capital gains tax by gifting your house while you’re alive (even if you have a mortgage).

| | Estate Planning
How to avoid excise tax AND capital gains tax by gifting your house while you’re alive (even if you have a mortgage). PS – Click here to schedule a FREE strategy session with an estate planning attorney.
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Where should you store your will?

| | Estate Planning
Where should you store your will? PS – Click here to schedule a FREE strategy session with an estate planning attorney.
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There is only one definition of fair | Estate Planning Daily 037

| | Estate Planning
 Hey everybody, good evening. It’s Chris Small with CMS Law Firm. It is late, it’s like midnight, I’ve got the TV on on the side, that’s what you’re seeing on my face. But I wanted to hop on here real quick and talk about something before the end of the night, for two reasons. Reason number one is I’m really trying to do one of these every day, and I didn’t want to miss. And reason number two is…
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Biggest mistake people make when estate planning | Estate Planning Daily 036

| | Estate Planning
Hey, everybody, what’s going on? It’s Christopher Small from CMS Law Firm coming to you live again just like yesterday and the day before that and tomorrow. One of the things that I wanted to talk to you about today was something that I was just hired for it actually, and it’s something that I see all the time. Something that is not a big problem, but that is easy to fix, and easy to take care of if you…
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Should you transfer your house to your kids for Medicaid eligibility?

| | Estate Planning
Should you transfer your house to your kids for Medicaid eligibility? PS – Click here to schedule a FREE strategy session with an estate planning attorney.
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Community property step-up in basis | Estate Planning Daily 035

| | Estate Planning
Hey everybody, what’s going on? It’s Chris Small from CMS Law Firm. I’m going to do this real quick, because Facebook was broke today, so I didn’t have a chance to get to it when I was at the office, but now my phone is about to die, so we’re going to go fast. What I want to talk about today was a step up in basis when you have community property and a spouse passes away. So, as you…
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Estate planning with a non-US Citizen spouse (aka what is a QDOT?)… | Estate Planning Daily 034

| | Estate Planning
Hey everybody, welcome to another episode of Estate Planning TV. I am Christopher Small. I’m the owner of CMS Law Firm. I’m your host and this is the internet’s most passionate show about estate planning. We are also, by the way, going live right now on my Facebook page. If you have not like my Facebook page, you’re going to want to do that. Go to Facebook and search for CMS Law Firm. It’ll pop up, like the page. I…
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