Estate Planning Strategies

Unpopular Opinions From an Estate Planning Attorney #217: Zero Tax Isn't the Goal

26 Dec 2025

Contributed by Lukas

Unpopular Opinions From an Estate Planning Attorney #217: Zero Tax Isn't the Goal 🔥 Looking for estate planning help? We're pros at it and would l...

Unpopular Opinions From an Estate Planning Attorney #42: Crazy Trust Provisions Aren't Effective

24 Dec 2025

Contributed by Lukas

Unpopular Opinions From an Estate Planning Attorney #42: Crazy Trust Provisions Aren't Effective 🔥 Looking for estate planning help? We're pros at...

Deathbed Real Estate Gifts Are BAD

23 Dec 2025

Contributed by Lukas

Deathbed Real Estate Gifts Are BAD 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/es...

NEWSFLASH! WA Couples Do Not Have $6M of WA Estate Tax Exemption

22 Dec 2025

Contributed by Lukas

Newsflash! WA couples do not have $6m of WA estate tax exemption 🔥 Looking for estate planning help? We're pros at it and would love to chat with ...

Do Not Put Your Family on Your Real Estate to Avoid Probate

20 Dec 2025

Contributed by Lukas

Do Not Put Your Family on Your Real Estate to Avoid Probate 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: ...

Downsides to Probates That Take a Long Time

19 Dec 2025

Contributed by Lukas

Downsides to Probates That Take a Long Time 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfi...

A Typical Minor Child Trust Distribution Schedule

18 Dec 2025

Contributed by Lukas

A Typical Minor Child Trust Distribution Schedule 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cm...

The Unlikely Place High Net Worth People Should Start Estate Planning

17 Dec 2025

Contributed by Lukas

The Unlikely Place High Net Worth People Should Start Estate Planning 🔥 Looking for estate planning help? We're pros at it and would love to chat ...

How to gift over the annual limit with no gift tax return

16 Dec 2025

Contributed by Lukas

How to gift over the annual limit with no gift tax return 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: ht...

Creative trust distribution schedule thoughts

15 Dec 2025

Contributed by Lukas

Creative trust distribution schedule thoughts 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslaw...

End of the year estate tax strategy

14 Dec 2025

Contributed by Lukas

End of the year estate tax strategy 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/e...

Should you put your real estate in a trust

13 Dec 2025

Contributed by Lukas

Should you put your real estate in a trust 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfir...

How credit shelter trusts work in under 90 seconds

12 Dec 2025

Contributed by Lukas

How credit shelter trusts work in under 90 seconds 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://c...

Unmarried Couples - Estate Planning Beware!

11 Dec 2025

Contributed by Lukas

Unmarried Couples - Estate Planning Beware! 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfi...

The Downside of Putting Real Estate in a Trust.

10 Dec 2025

Contributed by Lukas

The Downside of Putting Real Estate in a Trust. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmsl...

Credit Shelter Trusts Explained

08 Dec 2025

Contributed by Lukas

Credit Shelter Trusts Explained 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estat...

The One Time a Power of Attorney Does Not Work

07 Dec 2025

Contributed by Lukas

The One Time a Power of Attorney Does Not Work 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmsla...

A Costly Probate Mistake with Real Estate

06 Dec 2025

Contributed by Lukas

A Costly Probate Mistake with Real Estate 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm...

A Story About Entitlement and Estate Planning

05 Dec 2025

Contributed by Lukas

A Story About Entitlement and Estate Planning 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslaw...

Need Probate? Just Say No to Credit Card Bills.

04 Dec 2025

Contributed by Lukas

Need Probate - Just Say No to Credit Card Bills 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmsl...

The Secret Language of Bank Beneficiary Designations.

03 Dec 2025

Contributed by Lukas

Secret Language of Bank Beneficiary Designations. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cm...

4 Probate Rules Every Executor Needs to Know

02 Dec 2025

Contributed by Lukas

4 Probate Rules Every Executor Needs to Know 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawf...

Real Estate, Death, and Probate Notice

01 Dec 2025

Contributed by Lukas

Real Estate, Death, and Probate Notice 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.co...

Friendly Reminder that Testamentary Trusts are Trash.

26 Nov 2025

Contributed by Lukas

Friendly Reminder that Testamentary Trusts are Trash. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https:...

How Much Money Should You Leave Your Executor

25 Nov 2025

Contributed by Lukas

How Much Money Should You Leave Your Executor 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslaw...

Will vs. Trust: What's the Difference?

25 Nov 2025

Contributed by Lukas

Will vs. Trust - What's the Difference 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.co...

Probate, HOA Dues, and the Creditor Claim Process

24 Nov 2025

Contributed by Lukas

Probate, HOA Dues, and the Creditor Claim Process 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cm...

The Best Way to Update a Medical Power of Attorney.

21 Nov 2025

Contributed by Lukas

The Best Way to Update a Medical Power of Attorney. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://...

How to Revoke a Power of Attorney

20 Nov 2025

Contributed by Lukas

How to Revoke a Power of Attorney 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/est...

The Wrong Way to Revoke a Will

19 Nov 2025

Contributed by Lukas

The Wrong Way to Revoke a Will 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estate...

How One Estate Planning Mistake Cost Six Figures

19 Nov 2025

Contributed by Lukas

How One Estate Planning Mistake Cost Six Figures 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cms...

How to Open a Probate When the Debts Are More Than the Assets

18 Nov 2025

Contributed by Lukas

How to Open a Probate When the Debts Are More Than the Assets 🔥 Looking for estate planning help? We're pros at it and would love to chat with you...

Does the Notary on a Will Count as a Witness

17 Nov 2025

Contributed by Lukas

Does the Notary on a Will Count as a Witness 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawf...

The Only Way to Revoke a Revocable Trust

15 Nov 2025

Contributed by Lukas

The Only Way to Revoke a Revocable Trust 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm....

The Wrong Way to Update Your Will

14 Nov 2025

Contributed by Lukas

The Wrong Way to Update Your Will 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/est...

No WA Estate Plan is Safe Unless You do This

14 Nov 2025

Contributed by Lukas

No WA Estate Plan is Safe Unless You do This 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawf...

How to Revoke a Medical Power of Attorney

13 Nov 2025

Contributed by Lukas

How to Revoke a Medical Power of Attorney 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm...

The Best Way to Update an Irrevocable Trust

12 Nov 2025

Contributed by Lukas

The Best Way to Update an Irrevocable Trust 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfi...

How to Revoke a Revocable Trust

11 Nov 2025

Contributed by Lukas

How to Revoke a Revocable Trust 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estat...

How a WA LLC Can Decrease Your Estate Taxes

10 Nov 2025

Contributed by Lukas

How a WA LLC Can Decrease Your Estate Taxes 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfi...

How a WA LLC Can Increase Your Estate Taxes

10 Nov 2025

Contributed by Lukas

How a WA LLC Can Increase Your Estate Taxes 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfi...

How to Update Your Power of Attorney.

07 Nov 2025

Contributed by Lukas

How to Update Your Power of Attorney. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com...

No WA Estate Plan is Safe Unless You do This

06 Nov 2025

Contributed by Lukas

No WA Estate Plan is Safe Unless You do This 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawf...

How One Estate Planning Mistake Cost Six Figures

05 Nov 2025

Contributed by Lukas

How One Estate Planning Mistake Cost Six Figures 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cms...

The Benefits and Costs of Irrevocable Trusts

05 Nov 2025

Contributed by Lukas

The Benefits and Costs of Irrevocable Trusts 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawf...

The Right Time to Put Life Insurance in a Trust

04 Nov 2025

Contributed by Lukas

The Right Time to Put Life Insurance in a Trust 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmsl...

What is TEDRA and How Can It Wreck Your Estate Plan

04 Nov 2025

Contributed by Lukas

What is TEDRA and How Can It Wreck Your Estate Plan 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://...

Verbal Promises are Not Estate Planning

02 Nov 2025

Contributed by Lukas

Verbal Promises are Not Estate Planning 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.c...

The Only Time You're Required to Take Inherited IRA Distributions

01 Nov 2025

Contributed by Lukas

The Only Time You're Required to Take Inherited IRA Distributions 🔥 Looking for estate planning help? We're pros at it and would love to chat with...

Don't Judge Your Estate Planning Attorney by Their Binder Extravagance.

31 Oct 2025

Contributed by Lukas

Don't Judge Your Estate Planning Attorney by Their Binder Extravagance. 🔥 Looking for estate planning help? We're pros at it and would love to cha...

Irrevocable Trust - How Much Money Should You Have?

30 Oct 2025

Contributed by Lukas

Irrevocable Trust - How Much Money Should You Have? 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://...

Unless You're Charlie Sheen, You Probably Don't Need an Irrevocable Trust.

29 Oct 2025

Contributed by Lukas

Unless You're Charlie Sheen, You Probably Don't Need an Irrevocable Trust 🔥 Looking for estate planning help? We're pros at it and would love to c...

Estate Planning with Assets Under $1M

25 Oct 2025

Contributed by Lukas

Estate Planning with Assets Under $1M 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com...

The One Time Doing a Transfer on Death Deed is a Disaster

24 Oct 2025

Contributed by Lukas

The One Time Doing a Transfer on Death Deed is a Disaster 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: ht...

An Estate Planning Tip for the End of the Year

23 Oct 2025

Contributed by Lukas

An Estate Planning Tip for the End of the Year 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmsla...

2 Reasons You Shouldn't Use willsandtrusts.com

22 Oct 2025

Contributed by Lukas

2 Reasons You Shouldn't Use willsandtrusts 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfir...

Two Ways to Avoid Probate when Own Real Estate

21 Oct 2025

Contributed by Lukas

Two Ways to Avoid Probate when Own Real Estate 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmsla...

Life Insurance Proceeds DO Count for Estate Taxes

20 Oct 2025

Contributed by Lukas

Life Insurance Proceeds DO Count for Estate Taxes 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cm...

Joint Tenancy vs Tenants in Common

20 Oct 2025

Contributed by Lukas

Joint Tenancy vs Tenants in Common 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/es...

Save Money in Probate with the Bill Strategy

20 Oct 2025

Contributed by Lukas

Save Money in Probate with the Bill Strategy 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawf...

How Much Money do You Need to Need a Trust?

18 Oct 2025

Contributed by Lukas

How Much Money do You Need to Need a Trust 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfir...

If You Have this Type of Trust You are in Big Trouble!

18 Oct 2025

Contributed by Lukas

If You Have this Type of Trust You are in Big Trouble 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https:...

Can Your Power of Attorney Sell Your Real Estate? Find Out!

17 Oct 2025

Contributed by Lukas

Can Your Power of Attorney Sell Your Real Estate 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cms...

Do Beneficiaries get Taxed on Inheritance?

16 Oct 2025

Contributed by Lukas

Do Beneficiaries get Taxed on Inheritance? 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfir...

When You are Required to File a WA Estate Tax Return?

14 Oct 2025

Contributed by Lukas

When You are Required to File a WA Estate Tax Return? 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https:...

Do You Have to Pay Off the Mortgage on Inherited Property?

13 Oct 2025

Contributed by Lukas

How Long Should it Take to Make an Estate Plan

12 Oct 2025

Contributed by Lukas

How Long Should it Take to Make an Estate Plan 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmsla...

Can Your Power of Attorney Change Beneficiary Designations

11 Oct 2025

Contributed by Lukas

Can Your Power of Attorney Change Beneficiary Designations 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: h...

No Inheritance for Common Law Marriages

10 Oct 2025

Contributed by Lukas

No Inheritance for Common Law Marriages 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.c...

Estate Planning Covers More than Death

09 Oct 2025

Contributed by Lukas

Estate Planning Covers More than Death 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.co...

No Inheritance for Step-Kids

08 Oct 2025

Contributed by Lukas

No Inheritance for Step-Kids 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estatepl...

The Problem with Joint Tenants with Rights of Suvivorship

07 Oct 2025

Contributed by Lukas

The Problem with Joint Tenants with Rights of Suvivorship 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: ht...

Common Law Marriage Estate Planning Nightmare!

06 Oct 2025

Contributed by Lukas

Common Law Marriage Estate Planning Nightmare! 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmsla...

Moving Your House into Your LLC will NOT Trigger the Due on Sale Clause

06 Oct 2025

Contributed by Lukas

Moving Your House into Your LLC will NOT Trigger the Due on Sale Clause 🔥 Looking for estate planning help? We're pros at it and would love to cha...

Can You Update Transfer on Death Deed Without Telling Beneficiaries?

05 Oct 2025

Contributed by Lukas

Can You Update Transfer on Death Deed Without Telling Beneficiaries? 🔥 Looking for estate planning help? We're pros at it and would love to chat w...

Where do Your Assets Go if You Die Without a Will?

04 Oct 2025

Contributed by Lukas

Where do Your Assets Go if You Die Without a Will? 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://c...

How an LLC can Increase Your WA Estate Tax Liability

03 Oct 2025

Contributed by Lukas

How an LLC can Increase Your WA Estate Tax Liability 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https:/...

The Wrong Way to Make Changes to Your Trust

02 Oct 2025

Contributed by Lukas

The Wrong Way to Make Changes to Your Trust 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfi...

How to Have Multiple Successor Trustees

01 Oct 2025

Contributed by Lukas

How to Have Multiple Successor Trustees 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.c...

This Will Change How You Think About Disinheriting Your Family

30 Sep 2025

Contributed by Lukas

This Will Change How You Think About Disinheriting Your Family 🔥 Looking for estate planning help? We're pros at it and would love to chat with yo...

LLC - Good for Asset Protection, Bad for WA Estate Taxes

29 Sep 2025

Contributed by Lukas

LLC - Good for Asset Protection, Bad for WA Estate Taxes 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: htt...

I Don't Know Who Needs to Hear This, but You Don't Need a Trust to Avoid Probate

29 Sep 2025

Contributed by Lukas

I Don't Know Who Needs to Hear This, but You Don't Need a Trust to Avoid Probate 🔥 Looking for estate planning help? We're pros at it and would lo...

This May Change How You Think About Estate Planning

27 Sep 2025

Contributed by Lukas

This May Change How You Think About Estate Planning 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://...

This Feels Illegal to Know About Revocable Trusts

26 Sep 2025

Contributed by Lukas

This feels illegal to know about revocable trusts 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cm...

The Real Reason for Revocable Living Trusts Is Not to Save on Estate Taxes

25 Sep 2025

Contributed by Lukas

The real reason for revocable living trusts is not to save on estate taxes 🔥 Looking for estate planning help? We're pros at it and would love to ...

Who Gets Separate Property if There is a Will

23 Sep 2025

Contributed by Lukas

Who Gets Separate Property if There is a Will 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslaw...

5 estate planning myths that will lead you to make bad life choices

23 Sep 2025

Contributed by Lukas

5 estate planning myths that will lead you to make bad life choices 🔥 Looking for estate planning help? We're pros at it and would love to chat wi...

Why Do Probates Take SOOO Long

23 Sep 2025

Contributed by Lukas

Why do probates take SOOO long 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estate...

How to Replace a Trustee in a Revocable Trust

22 Sep 2025

Contributed by Lukas

How to Replace a Trustee in a Revocable Trust 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslaw...

Estate Planning when Your Spouse Hates Your Kids

20 Sep 2025

Contributed by Lukas

Estate Planning when Your Spouse Hates Your Kids 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cms...

Estate Planning when Your Kids Hate Your Spouse

20 Sep 2025

Contributed by Lukas

Estate Planning when Your Kids Hate Your Spouse 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmsl...

How to Transfer Real Estate into a Revocable Trust.

18 Sep 2025

Contributed by Lukas

How to Transfer Real Estate into a Revocable Trust. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://...

How to Value Inherited Real Estate to Lower Your Taxes.

17 Sep 2025

Contributed by Lukas

How to Value Inherited Real Estate to Lower Your Taxes. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: http...

How to Sell and Buy Real Estate Using a Revocable Trust.

16 Sep 2025

Contributed by Lukas

How to Sell and Buy Real Estate Using a Revocable Trust. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: htt...

Why do People Love Nevada Trusts so Much?

15 Sep 2025

Contributed by Lukas

Why do People Love Nevada Trusts so Much? 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfi...

What Your Irrevocable Trust Guru Isn’t Telling You...

14 Sep 2025

Contributed by Lukas

What Your Irrevocable Trust Guru Isn’t Telling You... 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: ht...

Why do Probates Take So Long?

13 Sep 2025

Contributed by Lukas

Why do Probates Take So Long? 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estat...

5 Reasons to Use a Big Law Firm.

12 Sep 2025

Contributed by Lukas

5 Reasons to Use a Big Law Firm. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/es...

Revocable Living Trusts Don’t Save on Income Taxes.

11 Sep 2025

Contributed by Lukas

Revocable Living Trusts Don’t Save on Income Taxes. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: http...

Are South Dakota Trust Better than Other States?

10 Sep 2025

Contributed by Lukas

Are South Dakota Trust Better than Other States? 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://c...