Probate Attorney Blog

Today, we talk about more basics to lay the foundation for Estate Planning greatness – The 4 Essential Estate Planning Documents. 1. Power of Attorney. this is the document that allows someone, a person that you name, to manage your financial affairs if you are unable to do so. If you do not have this in place, the court will assign for you. You would need to pay the court and the person who the power of attorney work is…

Most people think estate planning is just taking care of things when you die. Most people would be wrong. On this episode of Estate Planning TV I’m going to talk about the three primary jobs of estate planning. 1. It gives you protection while you are alive. Believe it or not, estate planning covers you when you are alive. There are 2 important documents that do this. The first is called Power of Attorney. Power of Attorney appoints someone to…

Welcome to Episode 1 of Estate Planning TV! If you’ve been a long time fan of CMS Law Firm then you know we’ve been doing the Rich Life Lawyer Show for about a year now. Well, I kind of got tired of that. While the show was good, it just wasn’t good enough. My number one job is to try to get you to see just how important estate planning is to your life now and your legacy when you…

When most people ask me why I got into estate planning I tell them about having kids, owning a business, and wanting to make sure I passed down a legacy to future generations. I tell people I was interested and learned about it so I could do it for my family and I love teaching and helping others to do the same. But there’s another reason that I’ve never told anyone before, until today… My dad passed away from cancer…

I have a secret I want to tell you. It’s not necessarily something I’m ashamed of, though I’m definitely not shouting it from the rooftops. And it’s got everything to do with today’s message. I secretly really like The Voice. You know The Voice, right? The television show where people come on and sing and the judge can’t see you until they decide to pick you? Well, the way the show works is each judge gets to pick 12 people…

Estate planning is not just about distributing your assets to the next generation. It can be so much more. With a well thought out estate plan you have the opportunity to create legacy and build true generational wealth. To find out what I’m talking about AND find out why most estate planning attorneys can’t help you with this, watch the video! Christopher Small wants to help you live a rich life now and leave a rich legacy when you are…

Choosing a trustee is often a difficult problem for my clients. They want someone they can trust, someone that is organized, and someone that actually wants to do the job. For many people the simplest choice is one of their kids. Often there is one kid that stands out from the others in those categories, and choosing them seems the natural course of action. But that’s often just about the worst thing you can do. There are three reasons why……