Probate Attorney Blog

Everything you need to know about probate, including how to get letters, if you need probate, and more.

How Much Money Do You Need Before You Need a Trust?

| | Estate Planning
  Many people wonder if a revocable trust is only necessary once they reach a certain net worth. As an estate planning attorney, I get asked this question frequently. I’m Christopher Small, owner of CMS Law Firm in Washington State, where we specialize in estate planning and probate. Let’s clarify what really matters when deciding whether you need a trust. The Real Question Isn’t Your Net Worth People often ask, “How much money do I need before I need a…
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When You Need to File an Estate Tax Return in Washington State

| | Estate Planning
If you’re navigating estate planning in Washington State, it’s important to know when an estate tax return is required. I’m Christopher Small, owner of CMS Law Firm, where we specialize in estate planning and probate. Let’s break down the key points so you understand your responsibilities and avoid surprises. Do You Need to File an Estate Tax Return? In Washington State, you must file an estate tax return if your estate is worth more than $3 million at the time…
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Your Go-To Cure for the Common Cold. | Rich Life Letter #120

| | Estate Planning, Newsletters
Happy Sunday! Today we’re going to keep this short and sweet – I have a cold and am deep in recovery. :) I thought it would be fun to hear your go-to cure for the common cold. Sure, if you have some medical stuff, that’s great, but I want to hear the old school things you do. Me? I don’t really have something I eat or drink or anything like that, but there is something I do when I get…
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How Long Does It Take to Make an Estate Plan?

| | Estate Planning
 Creating an estate plan is an important step in protecting your assets and ensuring your wishes are carried out. One of the most common questions I get from clients is: “How long does it take to make an estate plan?” Today, I’ll break down what you can expect. The Timeline for an Estate Plan The truth is, the time it takes to create an estate plan depends largely on you, the client. Your responsiveness and the completeness of the…
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Can Your Power of Attorney Change Your Beneficiary Designations?

| | Estate Planning
 A common question I hear from clients is whether a power of attorney (POA) can be used to change beneficiary designations. I’m Christopher Small, owner of CMS Law Firm, and I want to clear up the confusion. Understanding the Role of a Power of Attorney A power of attorney is a legal document that allows someone—called an agent or attorney-in-fact—to act on behalf of another person, known as the principal. The exact authority granted to the agent depends entirely…
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What You Need to Know About Common Law Marriage and Estate Planning in Washington State

| | Estate Planning
 Did you know that common law marriage can have major implications for estate planning in Washington State? Many people assume that living together for a long time automatically guarantees inheritance rights for a surviving partner—but that’s not the case. I’m Christopher Small, owner of CMS Law Firm, and I want to explain what you need to know. Common Law Marriage in Washington State In Washington, common law marriage is referred to as a committed intimate relationship. While there are…
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Estate Planning Isn’t Just About Death: Protect Yourself While You’re Alive

| | Estate Planning
 When most people think about estate planning, they assume it only matters after they die. But the truth is, a proper estate plan covers you in two critical scenarios: if you become incapacitated and after you pass away. Understanding both sides can help you protect yourself and your loved ones. Protecting Yourself While You’re Alive Estate planning isn’t just about leaving assets behind; it’s also about ensuring your affairs are managed if you can’t make decisions for yourself. This…
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