Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney,... more
You’re Not the Executor Until Probate is Open. We do estate planning. We do probate. We do it well.... more
How Loving Your Spouse Can Help Qualify for Medicaid. We do estate planning. We do probate. We do it... more
Stop paying bills when someone dies. We do estate planning. We do probate. We do it well. If... more
Did you know there are electronic Wills in WA? We do estate planning. We do probate. We do it... more
How to Unintentionally Wreck Your Child’s Inheritance. We do estate planning. We do probate. We do it well. ... more
What to do when Inherited Real Estate is Paid Off. We do estate planning. We do probate. We do... more
Joint Tenants vs Tenants in Common. We do estate planning. We do probate. We do it well. If... more
How do you trigger a transfer on death deed? We do estate planning. We do probate. We do it... more
Thank you for 10,000 subscribers! We do estate planning. We do probate. We do it well. If you... more
Instructions instead of a Will is the worst thing you could do. We do estate planning. We do probate.... more
True Story - Another Reason Not to Put Family on Your Bank Account We do estate planning. We do... more
What Rights to Future Beneficiaries Have? We do estate planning. We do probate. We do it well. If... more
How Young Children Can Help Qualify for Medicaid We do estate planning. We do probate. We do it well.... more
A Time to NEVER Use Transfer on Death Deeds We do estate planning. We do probate. We do it... more
How Lack of Knowledge Can Help Qualify for Medicaid We do estate planning. We do probate. We do it... more
Why do companies take life insurance policies out on their employees? We do estate planning. We do probate. We... more
Revocable living trusts do not give you asset protection. We do estate planning. We do probate. We do it... more
Does a Will get filed before or after death? We do estate planning. We do probate. We do it... more
Can you appoint non-US resident guardians for your kids? We do estate planning. We do probate. We do it... more
How to deal with crazy people in probate - a story. We do estate planning. We do probate. We... more
Forming an LLC? Get an Attorney! We do estate planning. We do probate. We do it well. If... more
How to Tell if Your U.S. Estate Plan will Work Abroad. We do estate planning. We do probate. We... more
Future Beneficiary and Trust Visibility We do estate planning. We do probate. We do it well. If you... more
You’re Not the Executor Until this Happens (even with a Will). We do estate planning. We do probate. We... more
Do gift receivers pay income tax? We do estate planning. We do probate. We do it well. If... more
Can a beneficiary see a Will or Trust before the creator dies? We do estate planning. We do probate.... more
Executors are not required to give you a copy of the Will. We do estate planning. We do probate.... more
Tax consequences of giving too much in 2024. We do estate planning. We do probate. We do it well.... more
Warning! Trust + s-corp can equal trouble. We do estate planning. We do probate. We do it well. ... more
Income tax exemptions only work while you are alive. We do estate planning. We do probate. We do it... more
ILIT - trust first or life insurance first? We do estate planning. We do probate. We do it well.... more
Can you redo an irrevocable trust? We do estate planning. We do probate. We do it well. If... more
Real estate and death of spouse - probate required? We do estate planning. We do probate. We do it... more
Do you have to use inheritance as directed? We do estate planning. We do probate. We do it well.... more
Is the executor required to give you a copy of the Will? We do estate planning. We do probate.... more
Inherited real estate and mortgage rules. We do estate planning. We do probate. We do it well. If... more
When is the Right Time to Create an Irrevocable Trust? We do estate planning. We do probate. We do... more
How to get a Copy of a Will After Someone Dies. We do estate planning. We do probate. We... more
Do You Need Estate Planning If You have No Assets? We do estate planning. We do probate. We do... more
Why do Health Care Directives Exist? We do estate planning. We do probate. We do it well. If... more
How Business Owners Create a Power of Attorney. We do estate planning. We do probate. We do it well.... more
An Example of How NOT to Draft a Will We do estate planning. We do probate. We do it... more
Your Probate Questions Answered - Grandma’s Farm. We do estate planning. We do probate. We do it well. ... more
The best place to store your estate plan. We do estate planning. We do probate. We do it well.... more
Can the Executor just Kick You Out of Your House? We do estate planning. We do probate. We do... more
An Important Consideration if Creating a Medicaid Asset Protection Trust. We do estate planning. We do probate. We do... more
How to Get Cash in a Probate with Only Real Estate. We do estate planning. We do probate. We... more
You do not have to give someone $1 to disinherit them. We do estate planning. We do probate. We... more
How Does a Will Work? We do estate planning. We do probate. We do it well. If you... more
Can You Add or Delete Beneficiaries from an Irrevocable Trust? We do estate planning. We do probate. We do... more
Estate planning and AI don’t compute - yet. We do estate planning. We do probate. We do it well.... more
The best way to keep your home safe from a Medicaid lien. We do estate planning. We do probate.... more
What does a guardian ad litem do in a probate? We do estate planning. We do probate. We do... more
Do not let your estate planning attorney keep your original docs. We do estate planning. We do probate. We... more
A revocable trust always travels with a will. We do estate planning. We do probate. We do it well.... more
What to do if your estate planning attorney retires. We do estate planning. We do probate. We do it... more
The best first irrevocable trust to create for estate tax avoidance. We do estate planning. We do probate. We... more
What do drug dealers, adult website owners, and the ultra-wealthy have in common? We do estate planning. We do... more
What happens to a car lease when someone dies? We do estate planning. We do probate. We do it... more
What is a foreign will? We do estate planning. We do probate. We do it well. If you... more
Two things you need to know to create an estate plan. We do estate planning. We do probate. We... more
Who pays estate taxes owed by an estate? We do estate planning. We do probate. We do it well.... more
QPRTs - qualified personal residence trusts - what you need to know. We do estate planning. We do probate.... more
What to do when trustor dies. We do estate planning. We do probate. We do it well. If... more
How to redo your trust without starting over. We do estate planning. We do probate. We do it well.... more
How does the gift tax work? We do estate planning. We do probate. We do it well. If... more
How to pick a great Trustee. We do estate planning. We do probate. We do it well. If... more
How much maintenance is required for a revocable living trust? We do estate planning. We do probate. We do... more
Gift taxes explained. We do estate planning. We do probate. We do it well. If you are in... more
Estate planning with an ex-spouse - what NOT to do. We do estate planning. We do probate. We do... more
What is a self-settled irrevocable trust? We do estate planning. We do probate. We do it well. If... more
How to change an irrevocable trust - yes it’s possible. We do estate planning. We do probate. We do... more
How to keep random people from claiming they’re your kids for inheritance. At CMS Law Firm we do estate... more
Real estate upgrades when the first spouse dies. We do estate planning. We do probate. We do it well.... more
Estate planning with an ex-spouse. An example of what not to do. We do estate planning. We do probate.... more
Retirement account beneficiary must-dos. We do estate planning. We do probate. We do it well. If you are... more
We do estate planning. We do probate. We do it well. If you are in Washington State and need... more
We do estate planning. We do probate. We do it well. If you are in Washington State and need... more
We do estate planning. We do probate. We do it well. If you are in Washington State and need... more
We do estate planning. We do probate. We do it well. If you are in Washington State and need... more
Probate alternatives. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk... more
We do estate planning. We do probate. We do it well. If you are in Washington State and need... more
How to keep your house in the family FOREVER. We do estate planning. We do probate. We do it... more
Beneficiary designation vs. Trust - here_s who wins. We do estate planning. We do probate. We do it well.... more
Trust assets and taxes explained. We do estate planning. We do probate. We do it well. If you... more
How to get access to a dead person_s email. We do estate planning. We do probate. We do it... more
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. We do estate planning. We do probate. We do... more
The government is a small player with a BIG role in your estate planning. Here’s the inside scoop. #estateplanning... more
Rental property and asset protection. There is a theory out there that for every rental property you own you... more
Here’s how to hire an estate planning attorney that will do great work for you. #estateplanning #trusts #realestate... more
If you die while in the process of divorcing, your future ex-spouse could get EVERYTHING. Here’s how to prevent that.... more
There are a bunch of old estate planning lawyers out there retiring. Here’s what to do if yours does. ... more
When you put a house into a revocable living trust, you can get a step-up on a tax basis. If... more
Probate is the legal process of transferring assets after death. It can be costly, time-consuming, and frustrating. The good... more
Have you inherited a retirement account? Learn more about managing an inherited IRA or 401k to minimize income taxes. Plan... more
Did you know that sometimes putting your house in a trust isn’t the best way to leave it to your... more
What to do if an attorney says they are too busy. At CMS Law Firm we do estate planning... more
Probate strategy when there’s no family left. At CMS Law Firm we do estate planning and probate, and we... more
What is a self-settled irrevocable trust? At CMS Law Firm we do estate planning and probate, and we do... more
Here’s how to hire an estate planning attorney that will do great work for you. #estateplanning #trusts #realestate #estateplanningattorneys #legacy... more