Estate Planning Strategies
Episodes
The executor of a Will can’t just do whatever they want.
21 Aug 2023
Contributed by Lukas
The executor of a Will can’t just do whatever they want. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about...
What happens with real estate and old deaths?
20 Aug 2023
Contributed by Lukas
What happens with real estate and old deaths? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can ...
What happens when a newlywed dies?
19 Aug 2023
Contributed by Lukas
What happens when a newlywed dies? 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...
What do you do when people are stealing from an estate?
18 Aug 2023
Contributed by Lukas
What do you do when people are stealing from an estate? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about ho...
How do you cancel a life insurance policy someone takes out on you?
17 Aug 2023
Contributed by Lukas
How do you cancel a life insurance policy someone takes out on you? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to ...
What does a Power of Attorney do?
16 Aug 2023
Contributed by Lukas
What does a Power of Attorney do? 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...
What to do if the Executor dies before probate is over?
16 Aug 2023
Contributed by Lukas
What to do if the Executor dies before probate is over? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about ho...
How are assets split in a common-law marriage?
04 Aug 2023
Contributed by Lukas
How are assets split in a common-law marriage? If you have questions about this or anything else related to probate, and you want to talk with us, ov...
For estate planning success, do step one first.
03 Aug 2023
Contributed by Lukas
For estate planning success, do step one first. If you have questions about this or anything else related to probate, and you want to talk with us, o...
Probate Notice Rules i.e. ’Who you have to tell about probate’.
02 Aug 2023
Contributed by Lukas
Probate Notice Rules i.e. ’Who you have to tell about probate’. If you have questions about this or anything else related to probate, and you wan...
Does WA State Assault Rifle Ban change estate planning?
31 Jul 2023
Contributed by Lukas
Does WA State Assault Rifle Ban change estate planning? If you have questions about this or anything else related to probate, and you want to talk wi...
What to do with bills after someone dies?
28 Jul 2023
Contributed by Lukas
What to do with bills after someone dies? If you have questions about this or anything else related to probate, and you want to talk with us, over th...
Cutting your spouse out of your estate? Remember this!
27 Jul 2023
Contributed by Lukas
Cutting your spouse out of your estate? Remember this! If you have questions about this or anything else related to probate, and you want to talk wit...
One thing NOT to ask your estate planning attorney to do.
26 Jul 2023
Contributed by Lukas
One thing NOT to ask your estate planning attorney to do. If you have questions about this or anything else related to probate, and you want to talk ...
If married with separate bank accounts, PAY ATTENTION!!!
25 Jul 2023
Contributed by Lukas
If married with separate bank accounts, PAY ATTENTION!!! If you have questions about this or anything else related to probate, and you want to talk w...
What to do if you can’t afford an attorney for probate?
21 Jul 2023
Contributed by Lukas
What to do if you can’t afford an attorney for probate? If you have questions about this or anything else related to probate, and you want to talk ...
Do you need probate for a joint bank account?
20 Jul 2023
Contributed by Lukas
Do you need probate for a joint bank account? If you have questions about this or anything else related to probate, and you want to talk with us, ove...
A revocable living trust does NOT provide asset protection.
19 Jul 2023
Contributed by Lukas
A revocable living trust does NOT provide asset protection. If you have questions about this or anything else related to probate, and you want to tal...
What is in a basic estate plan?
18 Jul 2023
Contributed by Lukas
What is in a basic estate plan? If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, f...
A random reason to have a revocable trust.
18 Jul 2023
Contributed by Lukas
A random reason to have a revocable trust. If you have questions about this or anything else related to probate, and you want to talk with us, over t...
What happens if not married, with kids, and dying without a will?
17 Jul 2023
Contributed by Lukas
What happens if not married, with kids, and dying without a will? If you have questions about this or anything else related to probate, and you want ...
Can you put a house into a special needs trust?
14 Jul 2023
Contributed by Lukas
Can you put a house into a special needs trust? If you have questions about this or anything else related to probate, and you want to talk with us, o...
Estate planning and inherited IRAs.
13 Jul 2023
Contributed by Lukas
Estate planning and inherited IRAs. If you have questions about this or anything else related to probate, and you want to talk with us, over the phon...
What to do if you think the will is fake?
12 Jul 2023
Contributed by Lukas
What to do if you think the will is fake? If you have questions about this or anything else related to probate, and you want to talk with us, over th...
Three reasons you need a revocable living trust.
11 Jul 2023
Contributed by Lukas
Three reasons you need a revocable living trust. If you have questions about this or anything else related to probate, and you want to talk with us, ...
What to do if executor doesn’t report all assets?
11 Jul 2023
Contributed by Lukas
What to do if executor doesn’t report all assets? If you have questions about this or anything else related to probate, and you want to talk with u...
What happens if the trustee resigns?
10 Jul 2023
Contributed by Lukas
What happens if the trustee resigns? If you have questions about this or anything else related to probate, and you want to talk with us, over the pho...
The one time to divorce even if you’re in love.
07 Jul 2023
Contributed by Lukas
The one time to divorce even if you’re in love. If you have questions about this or anything else related to probate, and you want to talk with us,...
The best way to take care of kids with disabilities.
06 Jul 2023
Contributed by Lukas
The best way to take care of kids with disabilities. If you have questions about this or anything else related to probate, and you want to talk with ...
How to save money if huge medical bills comieup?
05 Jul 2023
Contributed by Lukas
How to save money if huge medical bills come up? If you have questions about this or anything else related to probate, and you want to talk with us, ...
Does a revocable living trust give you asset protection?
04 Jul 2023
Contributed by Lukas
Does a revocable living trust give you asset protection? If you have questions about this or anything else related to probate, and you want to talk w...
Who manages trust assets and distribution?
04 Jul 2023
Contributed by Lukas
Who manages trust assets and distribution? If you have questions about this or anything else related to probate, and you want to talk with us, over t...
what type of insurance should you get for your house?
30 Jun 2023
Contributed by Lukas
what type of insurance should you get for your house? If you have questions about this or anything else related to probate, and you want to talk with...
How to find out if someone had a will?
29 Jun 2023
Contributed by Lukas
How to find out if someone had a will? If you have questions about this or anything else related to probate, and you want to talk with us, over the p...
The wrong time to create your estate plan.
27 Jun 2023
Contributed by Lukas
The wrong time to create your estate plan. If you have questions about this or anything else related to probate, and you want to talk with us, over t...
Should you get an estate planning lawyer in your state?
27 Jun 2023
Contributed by Lukas
Should you get an estate planning lawyer in your state? If you have questions about this or anything else related to probate, and you want to talk wi...
Taylor Swift moved her house into a trust - should I?
26 Jun 2023
Contributed by Lukas
Taylor Swift moved her house into a trust - should I? If you have questions about this or anything else related to probate, and you want to talk with...
Should you pay a decedent’s medical bills?
23 Jun 2023
Contributed by Lukas
Should you pay a decedent’s medical bills? If you have questions about this or anything else related to probate, and you want to talk with us, over...
What happens if only one spouse is on real estate deed?
22 Jun 2023
Contributed by Lukas
What happens if only one spouse is on real estate deed? If you have questions about this or anything else related to probate, and you want to talk wi...
Capital gains tax with a personal residence in an LLC - an example.
21 Jun 2023
Contributed by Lukas
Capital gains tax with a personal residence in an LLC - an example. If you have questions about this or anything else related to probate, and you wan...
What happens if you die without a will?
20 Jun 2023
Contributed by Lukas
What happens if you die without a will? If you have questions about this or anything else related to probate, and you want to talk with us, over the ...
Do-it-yourself estate planning is a BAD idea.
20 Jun 2023
Contributed by Lukas
Do-it-yourself estate planning is a BAD idea. If you have questions about this or anything else related to probate, and you want to talk with us, ove...
How do I challenge a trust?
19 Jun 2023
Contributed by Lukas
How do I challenge a trust? If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for f...
How close to death can you change your will?
16 Jun 2023
Contributed by Lukas
How close to death can you change your will? If you have questions about this or anything else related to probate, and you want to talk with us, over...
Should you pay a decedents medical bills?
15 Jun 2023
Contributed by Lukas
Should you pay a decedents medical bills? If you have questions about this or anything else related to probate, and you want to talk with us, over th...
Can you probate a bank account with a second account holder?
14 Jun 2023
Contributed by Lukas
Can you probate a bank account with a second account holder? If you have questions about this or anything else related to probate, and you want to ta...
Estate taxes explained in 3 minutes or less.
13 Jun 2023
Contributed by Lukas
Estate taxes explained in 3 minutes or less. If you have questions about this or anything else related to probate, and you want to talk with us, over...
How do you contest a will?
13 Jun 2023
Contributed by Lukas
How do you contest a will? If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for fr...
What are probate vs non-probate assets?
12 Jun 2023
Contributed by Lukas
What are probate vs non-probate assets? If you have questions about this or anything else related to probate, and you want to talk with us, over the ...
Can the widow change an irrevocable trust?
09 Jun 2023
Contributed by Lukas
Can the widow change an irrevocable trust? If you have questions about this or anything else related to probate, and you want to talk with us, over t...
What to do if the attorney charges more than agreed to?
08 Jun 2023
Contributed by Lukas
What to do if the attorney charges more than agreed to? If you have questions about this or anything else related to probate, and you want to talk wi...
What is a Roth 401k?
07 Jun 2023
Contributed by Lukas
What is a Roth 401k? If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, ju...
What is probate and why do people want to avoid it?
06 Jun 2023
Contributed by Lukas
What is probate and why do people want to avoid it? If you have questions about this or anything else related to probate, and you want to talk with u...
What if the trustee is not doing the work?
06 Jun 2023
Contributed by Lukas
What if the trustee is not doing the work? If you have questions about this or anything else related to probate, and you want to talk with us, over t...
Who is in charge of trust management and distribution?
05 Jun 2023
Contributed by Lukas
Who is in charge of trust management and distribution? If you have questions about this or anything else related to probate, and you want to talk wit...
The first thing to do when someone dies.
02 Jun 2023
Contributed by Lukas
The first thing to do when someone dies. If you have questions about this or anything else related to probate, and you want to talk with us, over the...
Probate isn’t always the answer.
01 Jun 2023
Contributed by Lukas
Probate isn’t always the answer. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone...
How to avoid probate and taxes if someone has already died?
31 May 2023
Contributed by Lukas
How to avoid probate and taxes if someone has already died? If you have questions about this or anything else related to probate, and you want to tal...
The worst beneficiary designation for retirement accounts.
30 May 2023
Contributed by Lukas
The worst beneficiary designation for retirement accounts. If you have questions about this or anything else related to probate, and you want to talk...
How to keep your estate plan private?
30 May 2023
Contributed by Lukas
How to keep your estate plan private? If you have questions about this or anything else related to probate, and you want to talk with us, over the ph...
The executor of a will doesn’t have any power - at first.
29 May 2023
Contributed by Lukas
The executor of a will doesn’t have any power - at first. If you have questions about this or anything else related to probate, and you want to tal...
I Need Your Help - Is this a Good Marketing Idea?
26 May 2023
Contributed by Lukas
I Need Your Help - Is this a Good Marketing Idea? If you have questions about this or anything else related to probate, and you want to talk with us,...
Can a husband sign a quit claim deed to his wife?
25 May 2023
Contributed by Lukas
Can a husband sign a quit claim deed to his wife? If you have questions about this or anything else related to probate, and you want to talk with us,...
How to find a good attorney?
24 May 2023
Contributed by Lukas
How to find a good attorney? If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for ...
The right way to leave money to your kids when you die.
23 May 2023
Contributed by Lukas
The right way to leave money to your kids when you die. If you have questions about this or anything else related to probate, and you want to talk wi...
How to give your house to your kids with no tax?
23 May 2023
Contributed by Lukas
How to give your house to your kids with no tax? If you have questions about this or anything else related to probate, and you want to talk with us, ...
Income taxes and irrevocable trusts
22 May 2023
Contributed by Lukas
Estate Planning Tip #240 - Income Taxes and Irrecovable Trusts If you have questions about this or anything else related to probate, and you want to ...
Your plan is not the place to create a legacy.
19 May 2023
Contributed by Lukas
Your plan is not the place to create a legacy. If you have questions about this or anything else related to probate, and you want to talk with us, ov...
Who can be a witness on a will?
18 May 2023
Contributed by Lukas
Who can be a witness on a will? If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, f...
What do you do if there are no assets in an estate and bills to pay?
17 May 2023
Contributed by Lukas
What do you do if there are no assets in an estate and bills to pay? If you have questions about this or anything else related to probate, and you wa...
What to do if an executor can’t find the will and you think they are lying?
16 May 2023
Contributed by Lukas
What to do if an executor can’t find the will and you think they are lying? If you have questions about this or anything else related to probate, a...
Can you make trustees vote on things?
15 May 2023
Contributed by Lukas
Can you make trustees vote on things? If you have questions about this or anything else related to probate, and you want to talk with us, over the ph...
What’s the best way to transfer crypto after you die.
12 May 2023
Contributed by Lukas
What’s the best way to transfer crypto after you die. If you have questions about this or anything else related to probate, and you want to talk wi...
Non-resident alien estate tax rules.
11 May 2023
Contributed by Lukas
Non-resident alien estate tax rules. If you have questions about this or anything else related to probate, and you want to talk with us, over the pho...
How do you get the original trust document?
10 May 2023
Contributed by Lukas
How do you get the original trust document? If you have questions about this or anything else related to probate, and you want to talk with us, over ...
What to do if someone changes their estate plan right before they die?
09 May 2023
Contributed by Lukas
What to do if someone changes their estate plan right before they die? If you have questions about this or anything else related to probate, and you ...
No step-up in basis in a Roth IRA.
08 May 2023
Contributed by Lukas
No step-up in basis in a Roth IRA. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone...
Are trustees liable for their decisions?
05 May 2023
Contributed by Lukas
Are trustees liable for their decisions? If you have questions about this or anything else related to probate, and you want to talk with us, over the...
What happens if you inherit a house with a mortgage?
04 May 2023
Contributed by Lukas
What happens if you inherit a house with a mortgage? If you have questions about this or anything else related to probate, and you want to talk with ...
Can you contest a will if it’s just a draft?
03 May 2023
Contributed by Lukas
Can you contest a will if it’s just a draft? If you have questions about this or anything else related to probate, and you want to talk with us, ov...
Can a private trust company provide privacy for your trust?
02 May 2023
Contributed by Lukas
Can a private trust company provide privacy for your trust? If you have questions about this or anything else related to probate, and you want to tal...
What do you do if an heir dies shortly after the decedent is in probate?
01 May 2023
Contributed by Lukas
What do you do if an heir dies shortly after the decedent is in probate? If you have questions about this or anything else related to probate, and yo...
What if you find a creditor bill in probate after probate is closed?
28 Apr 2023
Contributed by Lukas
What if you find a creditor bill in probate after probate is closed? If you have questions about this or anything else related to probate, and you wa...
How I handle a non-responsive executor.
27 Apr 2023
Contributed by Lukas
How I handle a non-responsive executor. If you have questions about this or anything else related to probate, and you want to talk with us, over the ...
You’ve got gift taxes all wrong.
26 Apr 2023
Contributed by Lukas
You’ve got gift taxes all wrong. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone...
Traveling without kids and estate planning.
25 Apr 2023
Contributed by Lukas
Traveling without kids and estate planning. If you have questions about this or anything else related to probate, and you want to talk with us, over ...
What is a beneficial interest clause in a will?
25 Apr 2023
Contributed by Lukas
What is a beneficial interest clause in a will? If you have questions about this or anything else related to probate, and you want to talk with us, o...
Your retirement accounts are only half yours.
24 Apr 2023
Contributed by Lukas
Your retirement accounts are only half yours. If you have questions about this or anything else related to probate, and you want to talk with us, ove...
Don’t use a self-canceling installment note - PART 3
21 Apr 2023
Contributed by Lukas
Don’t use a self-canceling installment note - PART 3 If you have questions about this or anything else related to probate, and you want to talk wit...
Don’t use a self-canceling installment note - PART 2
20 Apr 2023
Contributed by Lukas
Don’t use a self-canceling installment note - PART 2 If you have questions about this or anything else related to probate, and you want to talk wit...
Don’t use a self-canceling installment note - PART 1
19 Apr 2023
Contributed by Lukas
Don’t use a self-canceling installment note - PART 1 If you have questions about this or anything else related to probate, and you want to talk wit...
People do NOT have to follow your will.
18 Apr 2023
Contributed by Lukas
People do NOT have to follow your will. If you have questions about this or anything else related to probate, and you want to talk with us, over the ...
Best trust distribution schedule.
18 Apr 2023
Contributed by Lukas
Best trust distribution schedule. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone,...
What does it mean to have a clean title?
17 Apr 2023
Contributed by Lukas
What does it mean to have a clean title? If you have questions about this or anything else related to probate, and you want to talk with us, over the...
Your kids are not going to do what you want.
14 Apr 2023
Contributed by Lukas
Your kids are not going to do what you want. If you have questions about this or anything else related to probate, and you want to talk with us, over...
Should you move your rental house into an LLC?
13 Apr 2023
Contributed by Lukas
Should you move your rental house into an LLC? If you have questions about this or anything else related to probate, and you want to talk with us, ov...
Alternatives to putting rental house into an LLC.
12 Apr 2023
Contributed by Lukas
Alternatives to putting rental house into an LLC. If you have questions about this or anything else related to probate, and you want to talk with us,...
Never put your personal residence into an LLC.
11 Apr 2023
Contributed by Lukas
Never put your personal residence into an LLC. If you have questions about this or anything else related to probate, and you want to talk with us, ov...
No testamentary trusts for minor children.
11 Apr 2023
Contributed by Lukas
No testamentary trusts for minor children. If you have questions about this or anything else related to probate, and you want to talk with us, over t...
The state does not get your property under any circumstance.
10 Apr 2023
Contributed by Lukas
The state does not get your property under any circumstance. If you have questions about this or anything else related to probate, and you want to ta...