Estate Planning Strategies
Episodes
Estate planning and AI don’t compute - yet.
24 Sep 2024
Contributed by Lukas
Estate planning and AI don’t compute - yet. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you...
The best way to keep your home safe from a Medicaid lien.
23 Sep 2024
Contributed by Lukas
The best way to keep your home safe from a Medicaid lien. We do estate planning. We do probate. We do it well. If you are in Washington State and ne...
What does a guardian ad litem do in a probate?
20 Sep 2024
Contributed by Lukas
What does a guardian ad litem do in a probate? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, yo...
Do not let your estate planning attorney keep your original docs.
19 Sep 2024
Contributed by Lukas
Do not let your estate planning attorney keep your original docs. We do estate planning. We do probate. We do it well. If you are in Washington Stat...
A revocable trust always travels with a will.
18 Sep 2024
Contributed by Lukas
A revocable trust always travels with a will. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you...
What to do if your estate planning attorney retires.
17 Sep 2024
Contributed by Lukas
What to do if your estate planning attorney retires. We do estate planning. We do probate. We do it well. If you are in Washington State and need he...
The best first irrevocable trust to create for estate tax avoidance.
16 Sep 2024
Contributed by Lukas
The best first irrevocable trust to create for estate tax avoidance. We do estate planning. We do probate. We do it well. If you are in Washington S...
What do drug dealers, adult website owners, and the ultra-wealthy have in common?
15 Sep 2024
Contributed by Lukas
What do drug dealers, adult website owners, and the ultra-wealthy have in common? We do estate planning. We do probate. We do it well. If you are in...
What happens to a car lease when someone dies?
14 Sep 2024
Contributed by Lukas
What happens to a car lease when someone dies? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, yo...
What is a foreign will?
13 Sep 2024
Contributed by Lukas
What is a foreign 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 free strate...
Two things you need to know to create an estate plan.
12 Sep 2024
Contributed by Lukas
Two things you need to know to create an estate plan. We do estate planning. We do probate. We do it well. If you are in Washington State and need h...
Who pays estate taxes owed by an estate?
11 Sep 2024
Contributed by Lukas
Who pays estate taxes owed by an estate? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can ...
QPRTs - qualified personal residence trusts - what you need to know.
05 Sep 2024
Contributed by Lukas
QPRTs - qualified personal residence trusts - what you need to know. We do estate planning. We do probate. We do it well. If you are in Washington S...
What to do when trustor dies.
12 Aug 2024
Contributed by Lukas
What to do when trustor dies. 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 ...
How to redo your trust without starting over.
05 Aug 2024
Contributed by Lukas
How to redo your trust without starting over. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you...
How does the gift tax work?
25 Jul 2024
Contributed by Lukas
How does the gift tax work? 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...
How to pick a great Trustee.
22 Jul 2024
Contributed by Lukas
How to pick a great Trustee. 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 s...
How much maintenance is required for a revocable living trust?
18 Jul 2024
Contributed by Lukas
How much maintenance is required for a revocable living trust? We do estate planning. We do probate. We do it well. If you are in Washington State a...
Gift taxes explained.
11 Jul 2024
Contributed by Lukas
Gift taxes explained. 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 strategy...
Estate planning with an ex-spouse - what NOT to do.
08 Jul 2024
Contributed by Lukas
Estate planning with an ex-spouse - what NOT to do. We do estate planning. We do probate. We do it well. If you are in Washington State and need hel...
What is a self-settled irrevocable trust?
05 Jul 2024
Contributed by Lukas
What is a self-settled irrevocable trust? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can...
How to change an irrevocable trust - yes it’s possible.
04 Jul 2024
Contributed by Lukas
How to change an irrevocable trust - yes it’s possible. We do estate planning. We do probate. We do it well. If you are in Washington State and ne...
How to keep random people from claiming they’re your kids for inheritance.
03 Jul 2024
Contributed by Lukas
How to keep random people from claiming they’re your kids for inheritance. At CMS Law Firm we do estate planning, we do it well, and we’d love to...
Real estate upgrades when the first spouse dies.
03 Jul 2024
Contributed by Lukas
Real estate upgrades when the first spouse dies. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, ...
Estate planning with an ex-spouse. An example of what not to do.
02 Jul 2024
Contributed by Lukas
Estate planning with an ex-spouse. An example of what not to do. We do estate planning. We do probate. We do it well. If you are in Washington State...
Retirement account beneficiary must-dos.
01 Jul 2024
Contributed by Lukas
Retirement account beneficiary must-dos. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can ...
Do you even need a trust?
28 Jun 2024
Contributed by Lukas
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 strategy session here - https:/...
Beneficiary designations and pension plans.
27 Jun 2024
Contributed by Lukas
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 strategy session here - https:/...
Trust assets and taxes explained.
26 Jun 2024
Contributed by Lukas
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 strategy session here - https:/...
What does a revocable living trust do?
25 Jun 2024
Contributed by Lukas
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 strategy session here - https:/...
Probate alternatives.
25 Jun 2024
Contributed by Lukas
Probate alternatives. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect your family, pro...
How to pick a great Trustee.
25 Jun 2024
Contributed by Lukas
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 strategy session here - https:/...
How to keep your house in the family FOREVER.
21 Jun 2024
Contributed by Lukas
How to keep your house in the family FOREVER. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you...
Beneficiary designation vs. Trust - here’s who wins.
20 Jun 2024
Contributed by Lukas
Beneficiary designation vs. Trust - here_s who wins. We do estate planning. We do probate. We do it well. If you are in Washington State and need he...
Trust assets and taxes explained.
19 Jun 2024
Contributed by Lukas
Trust assets and taxes explained. 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...
How to get access to a dead person’s email.
18 Jun 2024
Contributed by Lukas
How to get access to a dead person_s email. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you c...
How to set up a trust for a blended family.
18 Jun 2024
Contributed by Lukas
How to set up a trust for a blended family. Need help with estate planning or probate? - https://cmslawfirm.com
How to transfer an inherited IRA to your own IRA.
17 Jun 2024
Contributed by Lukas
How to transfer an inherited IRA to your own IRA. We do estate planning. We do probate. We do it well. If you are in Washington State and need help,...
Should you worry about the government taking all of your property when you die?
14 Jun 2024
Contributed by Lukas
The government is a small player with a BIG role in your estate planning. Here’s the inside scoop. #estateplanning #trusts #realestate #attorneysof...
Should you put rental properties in separate LLCs and separate trusts?
13 Jun 2024
Contributed by Lukas
Rental property and asset protection. There is a theory out there that for every rental property you own you should have a separate trust AND a separ...
Estate planning attorney hiring guide.
12 Jun 2024
Contributed by Lukas
Here’s how to hire an estate planning attorney that will do great work for you. #estateplanning #trusts #realestate #estateplanningattorneys #lega...
Divorcing? You MUST update your estate plan.
12 Jun 2024
Contributed by Lukas
If you die while in the process of divorcing, your future ex-spouse could get EVERYTHING. Here’s how to prevent that. #estateplanning #trusts #real...
What to do if your estate planning attorney retires.
10 Jun 2024
Contributed by Lukas
There are a bunch of old estate planning lawyers out there retiring. Here’s what to do if yours does. #estateplanning #trusts #realestate #estatepl...
House in Trust: When Does the Step-Up Occur?
07 Jun 2024
Contributed by Lukas
When you put a house into a revocable living trust, you can get a step-up on a tax basis. If you’re married and in a community property state like W...
Why Probate Sucks and How to Avoid It
06 Jun 2024
Contributed by Lukas
Probate is the legal process of transferring assets after death. It can be costly, time-consuming, and frustrating. The good news is that avoiding pr...
Inherited retirement accounts? Here’s what you need to know!
05 Jun 2024
Contributed by Lukas
Have you inherited a retirement account? Learn more about managing an inherited IRA or 401k to minimize income taxes. Plan your distributions wisely t...
A Trust is Not Always the Best Place to Put a House
04 Jun 2024
Contributed by Lukas
Did you know that sometimes putting your house in a trust isn’t the best way to leave it to your kids? If you have one or two kids who agree on what...
What to do if an attorney says they are too busy.
31 May 2024
Contributed by Lukas
What to do if an attorney says they are too busy. At CMS Law Firm we do estate planning and probate, and we do it well. If you need help, we’d lov...
Probate strategy when there’s no family left.
30 May 2024
Contributed by Lukas
Probate strategy when there’s no family left. At CMS Law Firm we do estate planning and probate, and we do it well. If you need help, we’d love ...
What is a self-settled irrevocable trust?
29 May 2024
Contributed by Lukas
What is a self-settled irrevocable trust? At CMS Law Firm we do estate planning and probate, and we do it well. If you need help, we’d love to tal...
Tax assessment for real estate valuation is BAD.
28 May 2024
Contributed by Lukas
Tax assessment for real estate valuation is BAD. At CMS Law Firm we do estate planning and probate, and we do it well. If you need help, we’d love...
Person dies - Someone living in the house How to get them out.
27 May 2024
Contributed by Lukas
Person dies - Someone living in the house How to get them out. At CMS Law Firm we do estate planning and probate, and we do it well. If you need hel...
Trust on a trust on trust is usually not a good idea.
24 May 2024
Contributed by Lukas
Trust on a trust on trust is usually not a good idea. At CMS Law Firm we do estate planning and probate, and we do it well. If you need help, we’d...
Here’s who pays irrevocable trust tax income.
23 May 2024
Contributed by Lukas
Here’s who pays irrevocable trust tax income. At CMS Law Firm we do estate planning and probate, and we do it well. If you need help, we’d love ...
3 common trust distributions provisions.
22 May 2024
Contributed by Lukas
3 common trust distributions provisions. At CMS Law Firm we do estate planning and probate, and we do it well. If you need help, we’d love to talk...
What happens to your house when the first spouse dies?
21 May 2024
Contributed by Lukas
What happens to your house when the first spouse dies? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how...
Calculating the tax basis of real estate when you combine gift and sale.
20 May 2024
Contributed by Lukas
Calculating the tax basis of real estate when you combine gift and sale. At CMS Law Firm we do estate planning and probate, and we do it well. If yo...
Divorce - when you should update your estate plan.
17 May 2024
Contributed by Lukas
Divorce - when you should update your estate plan. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you...
Gift to spouse - is there a tax on that?
16 May 2024
Contributed by Lukas
Gift to spouse - is there a tax on that? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can prote...
Here’s how to sell a property in a revocable trust.
15 May 2024
Contributed by Lukas
Here’s how to sell a property in a revocable trust. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how ...
What happens to real estate - and the mortgage - when the first spouse dies?
14 May 2024
Contributed by Lukas
What happens to real estate - and the mortgage - when the first spouse dies? At CMS Law Firm we do estate planning, we do it well, and we’d love to...
Why do legal documents cost so much - a story.
13 May 2024
Contributed by Lukas
Why do legal documents cost so much - a story. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can...
Your kids probably won’t spend your money wisely.
10 May 2024
Contributed by Lukas
Your kids probably won’t spend your money wisely. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how yo...
Is a dynasty trust an irrevocable trust?
09 May 2024
Contributed by Lukas
Is a dynasty trust an irrevocable trust? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can prote...
How to get Will if old lawyer has it.
08 May 2024
Contributed by Lukas
How to get Will if old lawyer has it. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect ...
Blended family - hope your step-parent doesn’t die last.
06 May 2024
Contributed by Lukas
Blended family - hope your step-parent doesn’t die last. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about ...
Does moving your house into your trust increase insurance?
03 May 2024
Contributed by Lukas
Does moving your house into your trust increase insurance? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about...
How many trusts are you allowed to have
02 May 2024
Contributed by Lukas
How many trusts are you allowed to have? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can prote...
In estate planning don’t look too far ahead.
30 Apr 2024
Contributed by Lukas
In estate planning don’t look too far ahead. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can...
How to transfer assets outside the United States.
29 Apr 2024
Contributed by Lukas
How to transfer assets outside the United States. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you ...
How long does it take to get paid in a probate?
26 Apr 2024
Contributed by Lukas
How long does it take to get paid in a probate? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you ca...
Divorce - the perfect time - and wrong time - to update your estate plan.
26 Apr 2024
Contributed by Lukas
Divorce - the perfect time - and wrong time - to update your estate plan. At CMS Law Firm we do estate planning, we do it well, and we’d love to ta...
How is separate property divided in probate?
25 Apr 2024
Contributed by Lukas
How is separate property divided in probate? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can p...
Don’t look to far ahead when estate planning.
25 Apr 2024
Contributed by Lukas
Don’t look to far ahead when estate planning. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you ca...
Do we have notaries at the firm?
24 Apr 2024
Contributed by Lukas
Do we have notaries at the firm? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect your ...
HOR - Why is a trust better than an LLC for real estate distributions?
24 Apr 2024
Contributed by Lukas
HOR - Why is a trust better than an LLC for real estate distributions? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk ...
When dealing with a split family, is probate inevitable?
23 Apr 2024
Contributed by Lukas
When dealing with a split family, is probate inevitable? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about h...
HOR - 2026 estate tax reversion explained.
23 Apr 2024
Contributed by Lukas
HOR - 2026 estate tax reversion explained. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can pro...
What to do when family members steal after death?
22 Apr 2024
Contributed by Lukas
What to do when family members steal after death? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you ...
The worst way to transfer assets to your minor children.
22 Apr 2024
Contributed by Lukas
The worst way to transfer assets to your minor children. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about h...
What is the best way to leave your house to your kids when it’s paid off?
19 Apr 2024
Contributed by Lukas
What is the best way to leave your house to your kids when it’s paid off? At CMS Law Firm we do estate planning, we do it well, and we’d love to ...
What happens if you name Donald Trump as your executor?
19 Apr 2024
Contributed by Lukas
What happens if you name Donald Trump as your executor? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about ho...
Trust question - what is the merger doctrine?
18 Apr 2024
Contributed by Lukas
Trust question - what is the merger doctrine? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can ...
How to sell a house with a mortgage on it.
18 Apr 2024
Contributed by Lukas
How to sell a house with a mortgage on it. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can pro...
Trust question - what happens to trust property after you die?
17 Apr 2024
Contributed by Lukas
Trust question - what happens to trust property after you die? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you a...
How do LLCs give you asset protection?
17 Apr 2024
Contributed by Lukas
How do LLCs give you asset protection? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect...
Trust question - put both spouses’ names on it or just one?
16 Apr 2024
Contributed by Lukas
Trust question - put both spouses’ names on it or just one? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you ab...
Take care of your parents without messing up medicaid.
16 Apr 2024
Contributed by Lukas
Take care of your parents without messing up medicaid. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how...
Can you take real estate out of a revocable living trust?
15 Apr 2024
Contributed by Lukas
Can you take real estate out of a revocable living trust? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about ...
The end of anonymous LLCs in 2024!
15 Apr 2024
Contributed by Lukas
The end of anonymous LLCs in 2024! At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect you...
Should you update your estate plan when you get divorced?
12 Apr 2024
Contributed by Lukas
Should you update your estate plan when you get divorced? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about ...
Death - inheritance - rise from the dead - what happens?
12 Apr 2024
Contributed by Lukas
Death - inheritance - rise from the dead - what happens? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about h...
Gift tax rules for spouses.
11 Apr 2024
Contributed by Lukas
Gift tax rules for spouses. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect your famil...
Creative idea for an anonymous LLC.
11 Apr 2024
Contributed by Lukas
Creative idea for an anonymous LLC. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect yo...
Is Trust income taxed to trust or beneficiary?
10 Apr 2024
Contributed by Lukas
Is Trust income taxed to trust or beneficiary? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can...
Beneficiary of a beneficiary, a good will witness?
10 Apr 2024
Contributed by Lukas
Beneficiary of a beneficiary, a good will witness? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you...
What if you sue someone and they die?
09 Apr 2024
Contributed by Lukas
What if you sue someone and they die? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect ...
How long does a trust last?
08 Apr 2024
Contributed by Lukas
How long does a trust last? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect your famil...
How to transfer a business without having to go through probate.
05 Apr 2024
Contributed by Lukas
How to transfer a business without having to go through probate. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you...
Who picks the trustees of a trust?
05 Apr 2024
Contributed by Lukas
Who picks the trustees of a trust? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect you...