Probate Attorney Blog

Merry Christmas! No big message or lesson today – I just hope Santa brought you something special. :) And, a reminder (okay one small message) – you only get so many opportunities to share time with loved ones and tell them how much they mean to you. Take a second today and do that. Cheers, Christopher Small CMS Law Firm LLC PS – don’t keep this estate planning stuff to yourself – you know it’s important and we LOVE referrals!…

Happy Sunday! If you are like me and follow a bunch of CPAs and attorneys on TikTok, then you can’t go a video or two without someone making a video about the extinction of anonymous LLCs in 2024. I dug into it a little and thought I’d clear the air (and, who doesn’t like to learn a little about anonymous LLCs, right? It sounds very mysterious to me too…). First things first, let’s talk about why people create anonymous LLCs:…

How do you remove a deceased spouse from real estate? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that’s easy to do. Just click the link and set up a time for your free strategy session – https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate

The most important estate planning doc. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that’s easy to do. Just click the link and set up a time for your free strategy session – https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate

Client Profile #178 | Married – No Kids – Pets – Charity. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that’s easy to do. Just click the link and set up a time for your free strategy session – https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids…

PSA from Sheriff Chris. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that’s easy to do. Just click the link and set up a time for your free strategy session – https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon! #estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate

Happy Sunday! I hope you enjoyed last month’s theme – ILITs (irrevocable life insurance trusts). But, November is over, so it’s time for a new topic! This month, since it’s a bit of a theme anyway, we’re going to talk about gifting. Today I thought it might be nice to just dip our toes in the water and get comfortable with the high level rules around giving gifts. Ready? Here. We. Go! First things first, there are two sets of…