At the firm we talk with clients all day about different strategies one can employ to reduce estate taxes.

Credit shelter trusts…

Gifting…

Moving out of WA state…

And those are all great – but they’re not really that fun for YOU.

Well, that all ends today.

Are you ready for the most fun way to lower your estate taxes?

SPEND IT ON THINGS THAT MAKE YOUR LIFE BETTER!

If your assets are significant enough to worry about estate taxes, you likely have plenty of money to go out there and enjoy the world a little (if you don’t think you do, PLEASE talk to a financial advisor – they can model this stuff for you and show you exactly what your limits are).

And you should!

That doesn’t have to mean partying and travel.

You could hire a house cleaner.

You could join a club that offers your favorite past time (i.e. country club or tennis club).

You could fly your family out to see you.

And the list goes on and on and on.

The point, though, is simple.

You’ve accumulated these assets over time, and you should enjoy the fruits of your labor.

So, do me a favor, as an expert estate tax strategist, go out there and spend some money!

That’s it for today!

Have a great week!

Cheers,

Christopher Small
Founder/CEO
CMS Law Firm LLC

PS – we love referrals! If you know someone that could use our help, please let them know about us!