Probate Attorney Blog

Everyone always wants to know how to reduce taxes, so I thought this week I’d remind you of the first way to zero out your WA state estate tax, if you’re married. You ready? Let’s go! First things first, it’s important to know when you have to start paying estate taxes. That magic number is $2.193m – and has not adjusted for inflation in many many years. Second, it’s important to know that if you are married, you do NOT…

https://youtube.com/shorts/G_ENPr4eU40?si=CknPiotJM6CPbghM Will a bank tell you if you are a beneficiary on an account? At CMS Law Firm we do estate planning and probate, and we do it well. If you need help, we’d love to talk to you about how you can protect your family, protect yourself, and protect your money. Getting started is easy. Just click the link and set up a time for your free strategy session – https://cmslawfirm.com. Talk to you soon!

https://youtube.com/shorts/KY4DivOGKXw?si=NHVqEyEF3beeefdq Beneficiary designation or trust – Which wins? At CMS Law Firm we do estate planning and probate, and we do it well. If you need help, we’d love to talk to you about how you can protect your family, protect yourself, and protect your money. Getting started is easy. Just click the link and set up a time for your free strategy session – https://cmslawfirm.com. Talk to you soon!

Okay, technically my birthday is on Tuesday. But this isn’t a Tuesday newsletter, it’s a Sunday newsletter, so you’re getting some advice a couple days early this year. Every year on my birthday I send out a list of things I think are important to consider related to life, family, health, money, business, and everything else under the sun. The advice is not perfect, but it’s served me well. Enjoy! 44 thoughts on my 44th birthday: It’s a marathon not…

https://youtube.com/shorts/_2FaUiJ1YD0?si=Q7_E8NuHRxUh3_27 Trust assets and taxes explained. At CMS Law Firm we do estate planning and probate, and we do it well. If you need help, we’d love to talk to you about how you can protect your family, protect yourself, and protect your money. Getting started is easy. Just click the link and set up a time for your free strategy session – https://cmslawfirm.com. Talk to you soon!

https://youtube.com/shorts/01UFVKOZtag?si=uD5tuqmDoFd1Uezx How to buy a house in a trust. At CMS Law Firm we do estate planning and probate, and we do it well. If you need help, we’d love to talk to you about how you can protect your family, protect yourself, and protect your money. Getting started is easy. Just click the link and set up a time for your free strategy session – https://cmslawfirm.com. Talk to you soon!

https://youtube.com/shorts/OulKqS6M6pQ?si=eb7PADmUR7rQ2gCl Transfer on death deed and mortgages. At CMS Law Firm we do estate planning and probate, and we do it well. If you need help, we’d love to talk to you about how you can protect your family, protect yourself, and protect your money. Getting started is easy. Just click the link and set up a time for your free strategy session – https://cmslawfirm.com. Talk to you soon!