Estate Planning Strategies
Episodes
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...
Attention! New Inherited IRA Rules.
03 Jul 2025
Contributed by Lukas
Attention! New Inherited IRA Rules. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com...
Do Deathbed Gifts Avoid Estate Taxes?
02 Jul 2025
Contributed by Lukas
Do Deathbed Gifts Avoid Estate Taxes? 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.c...
Transfer on Death Deed Failure Story.
01 Jul 2025
Contributed by Lukas
Transfer on Death Deed Failure Story. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.c...
What is probate and why do people hate it?
11 Jun 2025
Contributed by Lukas
What is probate and why do people hate it? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you ca...
Important Tax Reason Not To Give Your Kids Your House Before You Die.
10 Jun 2025
Contributed by Lukas
Important Tax Reason Not To Give Your Kids Your House Before You Die. 🔥 Looking for estate planning help? We’re pros at it and would love to cha...
When you die your assets will never go to the government.
09 Jun 2025
Contributed by Lukas
When you die your assets will never go to the government. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: ...
The Washington State Estate Tax Is Changing!
08 Jun 2025
Contributed by Lukas
The Washington State Estate Tax Is Changing! 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmsla...
The 2 Estate Taxes Washington Residents Need To Know About.
07 Jun 2025
Contributed by Lukas
The 2 Estate Taxes Washington Residents Need To Know About. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you...
One Of The Easiest Ways To Avoid Washington State Estate Taxes.
06 Jun 2025
Contributed by Lukas
One Of The Easiest Ways To Avoid Washington State Estate Taxes. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with...
How Estate Planning Can Save - Or Wreck - A Life.
05 Jun 2025
Contributed by Lukas
How Estate Planning Can Save - Or Wreck - A Life. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://...
What is a revocable trust and why should you have one?
04 Jun 2025
Contributed by Lukas
What is a revocable trust and why should you have one? We do estate planning. We do probate. We do it well. If you are in Washington State and need ...
The First Thing To Do When Someone Dies.
03 Jun 2025
Contributed by Lukas
The First Thing To Do When Someone Dies. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfir...
This Move Guarantees Probate Avoidance.
02 Jun 2025
Contributed by Lukas
This Move Guarantees Probate Avoidance. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm...
Powers of attorney only work while alive.
01 Jun 2025
Contributed by Lukas
Powers of attorney only work while alive. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfi...
5 ways you can avoid probate.
31 May 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/estat...
An Estate Planning Fact You Did Not Know.
30 May 2025
Contributed by Lukas
An Estate Planning Fact You Did Not Know. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfi...
Estate Planning 101 in under 60 seconds.
29 May 2025
Contributed by Lukas
Estate Planning 101 in under 60 seconds. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfir...
The different types of trust distribution schedules.
28 May 2025
Contributed by Lukas
The different types of trust distribution schedules. We do estate planning. We do probate. We do it well. If you are in Washington State and need he...
Land Trusts are a scam.
27 May 2025
Contributed by Lukas
Land Trusts are a scam. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession
Is It Okay To Move Real Estate With A Mortgage Into An LLC?
26 May 2025
Contributed by Lukas
Is It Okay To Move Real Estate With A Mortgage Into An LLC? Need estate planning help? Click to set up your free consultation - https://cmslawfirm.co...
The best revocable trust provisions for kids.
23 May 2025
Contributed by Lukas
The best revocable trust provisions for kids. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanni...
The wrong way to leave your house to your kids.
22 May 2025
Contributed by Lukas
The wrong way to leave your house to your kids. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplan...
5 Reasons to Create a Revocable Living Trust
21 May 2025
Contributed by Lukas
5 Reasons to Create a Revocable Living Trust We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you ...
Do-It-Yourself Estate Planning Gone Wrong.
21 May 2025
Contributed by Lukas
Do-It-Yourself Estate Planning Gone Wrong. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplannings...
3 Unexpected Reasons That Probate Sucks.
20 May 2025
Contributed by Lukas
3 Unexpected Reasons That Probate Sucks. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstr...
The Best Way To Prevent Kids From Blowing Their Inheritance.
19 May 2025
Contributed by Lukas
The Best Way To Prevent Kids From Blowing Their Inheritance. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.c...
When A Trust Is Appropriate For Real Estate Transfers.
16 May 2025
Contributed by Lukas
When A Trust Is Appropriate For Real Estate Transfers. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/est...
What does estate planning even mean?
15 May 2025
Contributed by Lukas
What does estate planning even mean? Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrateg...
Estate Planning Case Study - Married with Young Kids
14 May 2025
Contributed by Lukas
Estate Planning Case Study - Married with Young Kids We do estate planning. We do probate. We do it well. If you are in Washington State and need he...
A trust is not the only way to avoid probate.
14 May 2025
Contributed by Lukas
A trust is not the only way to avoid probate. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanni...
What are Non-Probate Assets?
13 May 2025
Contributed by Lukas
What are Non-Probate Assets? Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession
Washington State Estate Tax Changes!
12 May 2025
Contributed by Lukas
Washington State Estate Tax Changes! Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrateg...
Why $2.2m in assets is the WA estate tax magic number.
09 May 2025
Contributed by Lukas
Why $2.2m in assets is the WA estate tax magic number. Need estate planning or probate help? Click to set up your free consultation - https://cmslawf...
Is a do-it-yourself estate plan good enough?
08 May 2025
Contributed by Lukas
Is a do-it-yourself estate plan good enough? Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplannin...
Are Inherited Roth IRA Account Required to be Distributed?
06 May 2025
Contributed by Lukas
Are Inherited Roth IRA Account Required to be Distributed? Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com...
3 reasons you can contest a will.
05 May 2025
Contributed by Lukas
3 reasons you can contest a will. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategyse...
Dead ex-spouse on the deed? Here’s what to do.
04 May 2025
Contributed by Lukas
Dead ex-spouse on the deed? Here’s what to do. And if you need help, let’s chat. Click to set up your free consultation - https://cmslawfirm.com/...
The 3 main characters in a revocable living trust.
13 Apr 2025
Contributed by Lukas
The 3 main characters in a revocable living trust. Need estate planning or probate help? Click to set up your free consultation - https://cmslawfirm....
A Will will Not Keep You Out of Probate.
10 Apr 2025
Contributed by Lukas
A Will will Not Keep You Out of Probate. Need estate planning or probate help? Click to set up your free consultation - https://cmslawfirm.com
What is probate and why do people want to avoid it?
09 Apr 2025
Contributed by Lukas
What is probate and why do people want to avoid it? Need estate planning or probate help? Click to set up your free consultation - https://cmslawfirm...
3 Reasons to Have a Revocable Living Trust.
08 Apr 2025
Contributed by Lukas
3 Reasons to Have a Revocable Living Trust. Need estate planning or probate help? Click to set up your free consultation - https://cmslawfirm.com
Why a married couple might want two trusts.
29 Mar 2025
Contributed by Lukas
Why a married couple might want two trusts. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you c...
Can a Step-Parent Prevent You from Seeing the Will?
27 Mar 2025
Contributed by Lukas
Can a Step-Parent Prevent You from Seeing the Will? We do estate planning. We do probate. We do it well. If you are in Washington State and need hel...
What Happens if there is No Will?
26 Mar 2025
Contributed by Lukas
What Happens if there is No Will? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a f...
Why Does Probate Suck so Much?
25 Mar 2025
Contributed by Lukas
Why Does Probate Suck so Much? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free...
Who Keeps Attorneys Honest?
24 Mar 2025
Contributed by Lukas
Who Keeps Attorneys Honest? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free st...
Revocable Trusts will Not Keep You Safe from Medicaid.
23 Mar 2025
Contributed by Lukas
Revocable Trusts will Not Keep You Safe from Medicaid. We do estate planning. We do probate. We do it well. If you are in Washington State and need ...
What are the Advantages of Having a Will?
22 Mar 2025
Contributed by Lukas
What are the Advantages of Having a Will? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can...
How do you Transfer an LLC Interest Without Probate.
21 Mar 2025
Contributed by Lukas
How do you Transfer an LLC Interest Without Probate. We do estate planning. We do probate. We do it well. If you are in Washington State and need he...
3 ways to handle greedy family members when a loved one dies.
20 Mar 2025
Contributed by Lukas
3 ways to handle greedy family members when a loved one dies. We do estate planning. We do probate. We do it well. If you are in Washington State an...
Step one of a $7 million dollar estate plan.
19 Mar 2025
Contributed by Lukas
Step one of a $7 million dollar estate plan. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you ...
Here’s who to blame when you can’t find a Will.
18 Mar 2025
Contributed by Lukas
Here’s who to blame when you can’t find a Will. We do estate planning. We do probate. We do it well. If you are in Washington State and need hel...
What makes a creditor claim valid in a probate?
16 Mar 2025
Contributed by Lukas
What makes a creditor claim valid in a probate? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, y...
How to get a law firm to give you a dead person’s Will.
15 Mar 2025
Contributed by Lukas
How to get a law firm to give you a dead person’s Will. We do estate planning. We do probate. We do it well. If you are in Washington State and ne...
Why I’d rather pay WA estate taxes over capital gains taxes.
14 Mar 2025
Contributed by Lukas
Why I’d rather pay WA estate taxes over capital gains taxes. We do estate planning. We do probate. We do it well. If you are in Washington State a...
Inherited Roth IRA distribution rules.
13 Mar 2025
Contributed by Lukas
Inherited Roth IRA distribution rules. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can ge...
If you inherit a house you don’t have to tell the mortgage company.
12 Mar 2025
Contributed by Lukas
If you inherit a house you don’t have to tell the mortgage company. We do estate planning. We do probate. We do it well. If you are in Washington ...
There are no downsides to a revocable trust.
11 Mar 2025
Contributed by Lukas
There are no downsides to a revocable trust. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you ...
The New Rules for Inherited IRAs
09 Mar 2025
Contributed by Lukas
The New Rules for Inherited IRAs We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a fr...
No contest clauses only apply for bad faith contests.
08 Mar 2025
Contributed by Lukas
No contest clauses only apply for bad faith contests. We do estate planning. We do probate. We do it well. If you are in Washington State and need h...
Is the client the only one that can pay for estate planning?
06 Mar 2025
Contributed by Lukas
Is the client the only one that can pay for estate planning? We do estate planning. We do probate. We do it well. If you are in Washington State and...
Can your spouse create their own trust and put EVERYTHING in it?
06 Mar 2025
Contributed by Lukas
Can your spouse create their own trust and put EVERYTHING in it? We do estate planning. We do probate. We do it well. If you are in Washington State...
Why won’t my mom’s attorney give me a copy of her Will?
02 Mar 2025
Contributed by Lukas
Why won’t my mom’s attorney give me a copy of her Will? We do estate planning. We do probate. We do it well. If you are in Washington State and ...
A Will with no witnesses is not a Will.
01 Mar 2025
Contributed by Lukas
A Will with no witnesses is not a Will. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can g...