Estate Planning Strategies
Episodes
How Estate Planning Can Take Care of Mooching Siblings
23 Apr 2026
Contributed by Lukas
How Estate Planning Can Take Care of Mooching Siblings 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https:...
How a Brain Tumor Drained This Parent's Bank Account
22 Apr 2026
Contributed by Lukas
How a Brain Tumor Drained This Parent's Bank Account 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://...
When You Should Start Worrying About WA Estate Taxes
10 Apr 2026
Contributed by Lukas
When You Should Start Worrying About WA Estate Taxes 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https:/...
The Hidden Secret to Keeping Your Land in the Family Forever
09 Apr 2026
Contributed by Lukas
The Hidden Secret to Keeping Your Land in the Family Forever 🔥 Looking for estate planning help? We're pros at it and would love to chat with you:...
Wills Do Not Avoid Probate
08 Apr 2026
Contributed by Lukas
Wills Do Not Avoid Probate 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplan...
Two Kids Don't Need Two Trusts
07 Apr 2026
Contributed by Lukas
Two Kids Don't Need Two Trusts 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estate...
How to Fix One Spouse on the Deed
06 Apr 2026
Contributed by Lukas
How to Fix One Spouse on the Deed 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/est...
Estate Planning With Property in 2 Countries
05 Apr 2026
Contributed by Lukas
Estate Planning With Property in 2 Countries 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawf...
Car Titles and Revocable Trusts
04 Apr 2026
Contributed by Lukas
Car Titles and Revocable Trusts 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estat...
529 Plans and Revocable Trusts
03 Apr 2026
Contributed by Lukas
529 Plans and Revocable Trusts 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estate...
I moved to another state - do I need to update my estate plan?
15 Mar 2026
Contributed by Lukas
I moved to another state - do I need to update my estate plan? 🔥 Looking for estate planning help? We're pros at it and would love to chat with yo...
My Will is different than my beneficiary - who wins?
14 Mar 2026
Contributed by Lukas
My Will is different than my beneficiary - who wins? 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https:/...
How to Dissolve a Revocable Trust.
13 Mar 2026
Contributed by Lukas
How to Dissolve a Revocable Trust. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/es...
What do people mean when they say estate plan?
12 Mar 2026
Contributed by Lukas
What do people mean when they say estate plan? 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmsla...
Distribution schedule when there's no Will.
11 Mar 2026
Contributed by Lukas
Distribution schedule when there's no Will. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfi...
Can someone sell your home without your permission?
10 Mar 2026
Contributed by Lukas
Can someone sell your home without your permission? 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://...
Does a Will help you avoid probate?
09 Mar 2026
Contributed by Lukas
Does a Will help you avoid probate? 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/e...
Why 67% of People are Making this Massive Mistake
05 Mar 2026
Contributed by Lukas
Why 67% of People are Making this Massive Mistake 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cm...
The WA Estate Tax Trap for Out-of-State Property
05 Mar 2026
Contributed by Lukas
The WA Estate Tax Trap for Out-of-State Property 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cms...
Married in WA State? Your House Might Still Go to Probate
03 Mar 2026
Contributed by Lukas
Married in WA State? Your House Might Still Go to Probate 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: ht...
Power Of Attorney When You Don't Have Any Options
02 Mar 2026
Contributed by Lukas
Power Of Attorney When You Don't Have Any Options 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cm...
Is The WA Estate Tax Going Back Down?
01 Mar 2026
Contributed by Lukas
Is The WA Estate Tax Going Back Down? 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com...
Inheritances are divorce proof unless you do this.
28 Feb 2026
Contributed by Lukas
Inheritances are divorce proof unless you do this. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://c...
What to do if people don't like your estate planning choices.
27 Feb 2026
Contributed by Lukas
What to do if people don't like your estate planning choices. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you...
Use a Trust even if giving it all to charity.
26 Feb 2026
Contributed by Lukas
Use a Trust even if giving it all to charity. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslaw...
How to purchase real estate with a Trust.
25 Feb 2026
Contributed by Lukas
How to purchase real estate with a Trust. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm...
Estate planning and travelling out of the country
24 Feb 2026
Contributed by Lukas
Estate planning and travelling out of the country 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cm...
Estate planning and Love is Blind.
19 Feb 2026
Contributed by Lukas
Estate planning and Love is Blind. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/es...
Do not put your Will inside your safety deposit box!
18 Feb 2026
Contributed by Lukas
Do not put your Will inside your safety deposit box! 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https:/...
Guns and Death - Here's What to Do.
17 Feb 2026
Contributed by Lukas
Guns and Death - Here's What to Do. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/e...
Student Loans and Death - Who's Responsible?
17 Feb 2026
Contributed by Lukas
Student Loans and Death - Who's Responsible? 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawf...
Friendly Reminder that Testamentary Trusts are Trash.
10 Feb 2026
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:...
Do Spouses Need Medical Powers of Attorney?
08 Feb 2026
Contributed by Lukas
Do Spouses Need Medical Powers of Attorney? 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfi...
Mortgages and Inherited Real Estate
07 Feb 2026
Contributed by Lukas
Mortgages and Inherited Real Estate 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/e...
Are Trusts Just for Rich People?
06 Feb 2026
Contributed by Lukas
Are Trusts Just for Rich People (question mark) 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmsl...
Contract Law Spendthrift Trusts - Everything You Need to Know (reaction)
05 Feb 2026
Contributed by Lukas
Contract Law Spendthrift Trusts - Everything You Need to Know (reaction) 🔥 Looking for estate planning help? We're pros at it and would love to ch...
Do Handwritten Wills Work?
04 Feb 2026
Contributed by Lukas
Do Handwritten Wills Work? 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplan...
Do Not Give Your House to Your Kids While Alive!
03 Feb 2026
Contributed by Lukas
Do Not Give Your House to Your Kids While Alive! 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cms...
What Happens if You Die Without a Will?
02 Feb 2026
Contributed by Lukas
What Happens if You Die Without a Will? 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.c...
Married? Significant other? Don't forget this!
30 Jan 2026
Contributed by Lukas
Married? Significant other? Don't forget this! 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmsla...
What to do if you're uncertain about your estate planning.
29 Jan 2026
Contributed by Lukas
What to do if you're uncertain about your estate planning. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: h...
Where (and Where Not) to Store Your Estate Plan
28 Jan 2026
Contributed by Lukas
Where (and where not) to store your estate plan 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmsl...
Revocable Trusts DO NOT Give You Asset Protection
27 Jan 2026
Contributed by Lukas
Revocable trusts DO NOT give you asset protection 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cm...
The Biggest Misunderstanding About WA Estate Taxes
26 Jan 2026
Contributed by Lukas
The Biggest Misunderstanding About WA Estate Taxes 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://c...
Revocable Trusts Don't Have Separate Tax Returns
25 Jan 2026
Contributed by Lukas
Revocable Trusts Don't Have Separate Tax Returns 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cms...
Real Estate Anonymity with Revocable Trusts
25 Jan 2026
Contributed by Lukas
Real Estate Anonymity with Revocable Trusts 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfi...
You don't need a Wyoming LLC for asset protection!
22 Jan 2026
Contributed by Lukas
You don't need a Wyoming LLC for asset protection! 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://c...
Putting Rental Property in a Trust - Lender Rules
16 Jan 2026
Contributed by Lukas
Putting Rental Property in a Trust - Lender Rules 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cm...
Medicaid Liens and Inherited Real Estate
15 Jan 2026
Contributed by Lukas
Medicaid Liens and Inherited Real Estate 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm....
How to Give More Than $19K Per Year With No Estate Tax Return
14 Jan 2026
Contributed by Lukas
How to Give More Than $19K Per Year With No Estate Tax Return 🔥 Looking for estate planning help? We're pros at it and would love to chat with you...
The Right Time to Think About Medicaid Planning
13 Jan 2026
Contributed by Lukas
The Right Time to Think About Medicaid Planning 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmsl...
Minors Cannot Be Your Power of Attorney
12 Jan 2026
Contributed by Lukas
Minors Cannot Be Your Power of Attorney 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.c...
New Real Estate and Your Estate Plan
11 Jan 2026
Contributed by Lukas
New Real Estate and Your Estate Plan 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/...
Do Single Member LLCs Get Asset Protection?
10 Jan 2026
Contributed by Lukas
Do Single Member LLCs Get Asset Protection? 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfi...
Don't Pay Inheritances With Cashier's Checks
09 Jan 2026
Contributed by Lukas
Don't Pay Inheritances With Cashier's Checks 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawf...
Estate Planning Demystified
09 Jan 2026
Contributed by Lukas
Estate planning demystified 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estatepla...
When Do Estate Plans Get Too Old?
08 Jan 2026
Contributed by Lukas
When do estate plans get too old 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/esta...
How to Avoid Millions in Estate Tax If You Can See the Future
07 Jan 2026
Contributed by Lukas
How to Avoid Millions in Estate Tax If You Can See the Future 🔥 Looking for estate planning help? We're pros at it and would love to chat with you...
The Difference Between a $1K Estate Plan and a $4K Estate Plan
06 Jan 2026
Contributed by Lukas
The Difference Between a $1K Estate Plan and a $4K Estate Plan 🔥 Looking for estate planning help? We're pros at it and would love to chat with yo...
How to Own WA Real Estate and Pay No Estate Tax
05 Jan 2026
Contributed by Lukas
How to Own WA Real Estate and Pay No Estate Tax 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmsl...
An Easy Way to Avoid WA Estate Taxes
04 Jan 2026
Contributed by Lukas
An Easy Way to Avoid WA Estate Taxes 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/...
How to Avoid Probate When You Own a Business
03 Jan 2026
Contributed by Lukas
How to Avoid Probate When You Own a Business 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawf...
Unpopular Opinions From an Estate Planning Attorney #74: Don't Wait Until Death to Give
02 Jan 2026
Contributed by Lukas
Unpopular Opinions From an Estate Planning Attorney #74: Don't Wait Until Death to Give 🔥 Looking for estate planning help? We're pros at it and w...
5 ways you can avoid probate.
31 Dec 2025
Contributed by Lukas
5 ways you can avoid probate. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estatep...
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...