Estate Planning Strategies
Episodes
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...
Don’t Make this Revocable Trust Mistake.
09 Sep 2025
Contributed by Lukas
Don’t Make this Revocable Trust Mistake. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawf...
Estate Planning Do’s and Don’ts.
08 Sep 2025
Contributed by Lukas
Estate Planning Do’s and Don’ts. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.co...
Inherited Real Estate - You Don’t Need To Refinance The Mortgage.
07 Sep 2025
Contributed by Lukas
Inherited Real Estate - You Don’t Need To Refinance The Mortgage. 🔥 Looking for estate planning help? We’re pros at it and would love to chat ...
The Type of Deed I’d Use to Gift Real Estate.
06 Sep 2025
Contributed by Lukas
The Type of Deed I’d Use to Gift Real Estate. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cm...
5 Reasons To Use Big Law Instead Of Small Law.
05 Sep 2025
Contributed by Lukas
5 Reasons To Use Big Law Instead Of Small Law. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cms...
Why the IRS makes Trustees Give their Social Security Number.
04 Sep 2025
Contributed by Lukas
Why the IRS makes Trustees Give their Social Security Number. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with y...
4 Advanced WA State Estate Tax Strategies
28 Aug 2025
Contributed by Lukas
4 Advanced WA State Estate Tax Strategies 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfi...
The CMS Estate Planning Process Step-by-Step
26 Aug 2025
Contributed by Lukas
The CMS Estate Planning Process Step-by-Step 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmsla...
$8 Million Dollar Estate Plan Review
25 Aug 2025
Contributed by Lukas
$8 Million Dollar Estate Plan Review 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.co...
What is Support and Maintenance in a Revocable Living Trust?
23 Aug 2025
Contributed by Lukas
What is Support and Maintenance in a Revocable Living Trust? 🔥 Looking for estate planning help? We’re pros at it and would love to chat with yo...
Don’t Give Your House to Your Kids - Do THIS Instead.
22 Aug 2025
Contributed by Lukas
Don’t Give Your House to Your Kids - Do THIS Instead. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: ht...
5 Things To Do Before You Die
21 Aug 2025
Contributed by Lukas
5 Things To Do Before You Die 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estat...
Don’t Make This Mistake
20 Aug 2025
Contributed by Lukas
Don’t Make This Mistake 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estatepla...
How to Give Your Kids Your House While You’re Alive AND Save on Taxes.
19 Aug 2025
Contributed by Lukas
How to Give Your Kids Your House While You’re Alive AND Save on Taxes. 🔥 Looking for estate planning help? We’re pros at it and would love to ...
The Big Beautiful Tax Bills effect on estate planning
19 Aug 2025
Contributed by Lukas
The Big Beautiful Tax Bills effect on estate planning 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: http...
4 Irrational Reasons to do Your Estate Plan.
18 Aug 2025
Contributed by Lukas
4 Irrational Reasons to do Your Estate Plan. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmsla...
If This is You then Don’t Use a Transfer on Death Deed.
17 Aug 2025
Contributed by Lukas
If This is You then Don’t Use a Transfer on Death Deed. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: ...
Do You Know What a Non-Grantor Trust is?
16 Aug 2025
Contributed by Lukas
Do You Know What a Non-Grantor Trust is? 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfir...
Credit Shelter Trusts are NOT Needed for Fed Estate Taxes
15 Aug 2025
Contributed by Lukas
Credit Shelter Trusts are NOT Needed for Fed Estate Taxes 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: ...
How To Tell How Wealthy Your Friends Are...
14 Aug 2025
Contributed by Lukas
How To Tell How Wealthy Your Friends Are... 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslaw...
How I’d Build an Estate Plan from Nothing
12 Aug 2025
Contributed by Lukas
How I’d Build an Estate Plan from Nothing 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslaw...
Estate Planning and Your Home - Tax and Probate pitfalls
28 Jul 2025
Contributed by Lukas
Estate Planning and Your Home - Tax and Probate pitfalls 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: h...
Creating A Will Doesn’t Make You Die Faster
24 Jul 2025
Contributed by Lukas
Creating A Will Doesn’t Make You Die Faster 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmsl...
A Will is not the most important part of your estate plan
23 Jul 2025
Contributed by Lukas
A Will is not the most important part of your estate plan 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: ...
Don’t give your house to your kids - yet revision
22 Jul 2025
Contributed by Lukas
Don’t give your house to your kids - yet revision 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https:...
3 Common Living Trust Mistakes
22 Jul 2025
Contributed by Lukas
3 Common Living Trust Mistakes 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/esta...
How to Buy a House Anonymously
21 Jul 2025
Contributed by Lukas
How to Buy a House Anonymously 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/esta...
Don’t Give Your House to Your Kids
18 Jul 2025
Contributed by Lukas
Don’t Give Your House to Your Kids 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.co...
LLCs with No Biz Purpose are NOT LLCs
17 Jul 2025
Contributed by Lukas
LLCs with No Biz Purpose are NOT LLCs 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.c...
15% Tax for Probate
16 Jul 2025
Contributed by Lukas
15% Tax for Probate 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning ...
5 ways to avoid probate revision
16 Jul 2025
Contributed by Lukas
5 ways to avoid probate revision 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/es...
6 Asset Protection No-Nos
16 Jul 2025
Contributed by Lukas
6 Asset Protection No-Nos 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estatepla...
A Bolt-On WA State Estate Tax Strategy.
07 Jul 2025
Contributed by Lukas
A Bolt-On WA State Estate Tax Strategy. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm...
An Estate Planning Lesson from Jimmy Buffett.
06 Jul 2025
Contributed by Lukas
An Estate Planning Lesson from Jimmy Buffett. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmsl...
A Sneaky WA State Estate Tax Strategy.
05 Jul 2025
Contributed by Lukas
A Sneaky WA State Estate Tax Strategy. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm....
A Simple Irrevocable Trust WA State Estate Tax Strategy.
04 Jul 2025
Contributed by Lukas
A Simple Irrevocable Trust WA State Estate Tax Strategy. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: h...