Probate Attorney Blog

Welcome to another Rich Life Letter, the weekly newsletter of CMS Law Firm LLC (written by Christopher Small, the founder of the firm). My goal here is simple – give you one thing each week to make your life “richer.” Enjoy!a tragic reminder…Normally I’d start this message off with “Happy Sunday!”, but not today. Today we are once again reminded of the lack of control we have over our lives in the universe. As I’m sure you know, there was…

Happy Sunday! I wrote this post on the 4th but didn’t want to bug you on holiday. So, here’s my letter to the USA. The 4th of July this year was filled with funny/crass/witty t-shirts making fun of one, or all, of the political figures involved in politics right now. But let’s not forget the 4th of July is a celebration of something pretty cool. I’ve opened three businesses, had 3 kids, been married and divorced and then married again,…

Happy Sunday! You may not have realized it, but today is officially the last day of the second quarter of 2024. Yes, the year is officially half over! I wanted to take a minute today and tell you about something my wife and I do every quarter (and at the beginning of the year for the whole year). Yes, we are nerds, and we do quarterly goal planning. But maybe not like you think. See, we don’t sit down together…

The practice of life… As you all know I own a law firm and an accounting firm. And you have probably heard both referred to as a “practice.” The practice of law. The practice of accounting. They are referred to as practices because you never reach your end goal. You never know every rule. You’ve never encountered every situation. You’re “practicing” every day to get just a little bit better. And I think this should apply to life too. All…

There are very special rules when it comes to what you can do with an inherited IRA. Here’s a breakdown of how to transfer an inherited IRA to your retirement accounts (hint – it’s now what you think). View this post on Instagram A post shared by CMS Law Firm LLC (@cmslawfirm)

It’s probably best to get the pleasantries out of the way first… Happy Father’s Day to all you dads out there. I wanted to take this opportunity to talk about what being a dad means to me, and hopefully it resonates with you a little bit. I, strangely, don’t care too much whether my kids like me or not in any particular moment. My job as a dad is not to be liked. I’m not trying to make friends. My…

This is a question I received on TikTok from a subscriber. He said: “I was told don’t bother with a trust until we have the $24.5m in assets together. Why do people create trusts with less assets?” Let’s dive in. First, I’m not sure who you’re talking to, but if they don’t have attorney-at-law on their resume, please stop listening to them. It’s going to lead you down a path full or mistakes and bad choices. Second, there are TWO…