Probate Attorney Blog

If you know me well at all you know I’ve got a laundry list of things I want to do in 2022. I want to open more locations of CMS Law Firm so we can help more people. I want to take up jiu jitsu (without getting hurt lol). I want to get back to a single digit golf handicap player. I want to travel to some new places. I want to maintain my health and fitness. There are a…

Welcome to 2022! Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.

You ever experience this as you think about estate planning? “Well what if x…?” “Oh well I’d do this… but then what if we did that and then y happens?” “And what if this person I know and trust becomes blinded with greed with all of the money I’m going to put them in charge of?” And on and on and on. I call this the rabbit hole, and it’s frozen more people thinking about their estate plan in a…

How to Fund a Testamentary Trust Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.

Another IRA + Estate Tax Strategy Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.

First things first, welcome back to the newsletter! It’s been quite some time since I’ve put this out, but it’s going to become a regular thing for me moving forward – a goal, not a resolution… :) And that commitment serves as the perfect transition to what I wanted to talk about today – goals vs. resolutions. We all know it’s that time of year where we reflect on the past year and look ahead to the new one, and…

How to “stretch” an IRA with a Charitable Remainder Trust Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.