Episodes
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Bernie Sanders has proposed a new federal estate tax called the 99.8% Act. In this video, I give you a quick break down of what the proposal entails and how.
The post New Estate Tax Legislation? The 99.8% Act Review | EPTV 065 appeared first on CMS Law Firm LLC | Bellevue Estate Planning Attorneys | Seattle Estate Planning Lawyers.
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To learn more about what a great estate plan looks like, go to http://estateplanningvideo.com. One of the biggest challenges to getting an estate plan I hear from clients is an.
The post How to Pick a Guardian for Your Kids if You Can’t Agree | EPTV 064 appeared first on CMS Law Firm LLC | Bellevue Estate Planning Attorneys | Seattle Estate Planning Lawyers.
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Missing episodes?
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In this episode of Estate Planning TV I cover everything I would cover in a traditional estate planning potential client meeting, including: 1. Power of attorney 2. Medical power of.
The post Estate Planning from A to Z (everything you need to know to get started) | EPTV 063 appeared first on CMS Law Firm LLC | Bellevue Estate Planning Attorneys | Seattle Estate Planning Lawyers.
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This episode is all about revocable living trust distribution considerations… or more specifically, some of the things to think about when planning for the distribution of your assets to the.
The post Five Revocable Living Trust Distribution Considerations | Estate Planning TV 062 appeared first on CMS Law Firm LLC | Bellevue Estate Planning Attorneys | Seattle Estate Planning Lawyers.
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Note: this is the transcript of the video. Please excuse the casual tone – it’s just my style! Hey, everybody, welcome to another episode of Estate Planning TV. I’m your.
The post Estate Planning for Blended Families | Estate Planning TV 061 appeared first on CMS Law Firm LLC | Bellevue Estate Planning Attorneys | Seattle Estate Planning Lawyers.
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This is the transcript of the video… enjoy!Everybody, Christopher Small here from CMS Law Firm and today I wanted to hop on here real quick and talk to you about.
The post Why you shouldn’t be worried about someone contesting your will (if you do it right…) | Estate Planning TV 60 appeared first on CMS Law Firm LLC | Bellevue Estate Planning Attorneys | Seattle Estate Planning Lawyers.
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Today I want to talk to you about the foundational estate plan that everyone should have in an estate plan. Often people just wonder, “Okay, what kind of plan should.
The post The Estate Plan EVERYONE Should Have | Estate Planning TV 059 appeared first on CMS Law Firm LLC | Bellevue Estate Planning Attorneys | Seattle Estate Planning Lawyers.
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One of the things we all think about when it comes to protecting our kids is what happens if we die? That’s great. And it’s important (it’s called guardianship –.
The post How to Protect Your Kids if You Are in a Car Accident (Minor Power of Attorney) | Estate Planning TV 058 appeared first on CMS Law Firm LLC | Bellevue Estate Planning Attorneys | Seattle Estate Planning Lawyers.
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Note: these are my show notes – a general outline of the episode. If you want all of the information, you MUST listen to the episode. “Anyone may so arrange.
The post How the Trump Family Avoided Millions in Estate Taxes | Estate Planning TV 057 appeared first on CMS Law Firm LLC | Bellevue Estate Planning Attorneys | Seattle Estate Planning Lawyers.
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Estate planning is a lot like potty training. I know this for two reasons. First, I know estate planning. I’m an estate planning attorney. That’s all we do here. Second,.
The post Estate Planning is a lot Like Potty Training appeared first on CMS Law Firm LLC | Bellevue Estate Planning Attorneys | Seattle Estate Planning Lawyers.
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Whenever I get up and speak about estate planning the first question I always ask the crowd is “who here has an estate plan?” Usually about a third of the.
The post Everyone Has An Estate Plan | Estate Planning TV 055 appeared first on CMS Law Firm LLC | Bellevue Estate Planning Attorneys | Seattle Estate Planning Lawyers.
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How to Choose the Right Long Term Guardian When it comes to estate planning and kids, a common hurdle that has to be overcome is choosing the right guardian. Often.
The post How to Choose a Guardian for Your Kid if You Can’t Agree | Estate Planning TV 054 appeared first on CMS Law Firm LLC | Bellevue Estate Planning Attorneys | Seattle Estate Planning Lawyers.
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Revocable Living Trust Reason #3 – IRA Protection and Legacy Before we get going, the first thing I want to point out is that WHILE YOU ARE ALIVE keeping your.
The post Revocable Living Trust Reason #3 – IRA Trusts | Estate Planning TV 053 appeared first on CMS Law Firm LLC | Bellevue Estate Planning Attorneys | Seattle Estate Planning Lawyers.
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Revocable Living Trust Reason #2 – Divorce Protection We’re continuing our discussion of reasons you might want to have a revocable living trust and today we’re going to talk about.
The post Revocable Living Trust Reason #2 – Divorce Protection | Estate Planning TV 052 appeared first on CMS Law Firm LLC | Bellevue Estate Planning Attorneys | Seattle Estate Planning Lawyers.
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Revocable Living Trust Reason #1 – You Love Your Kids I was doing a will signing with a client yesterday and they asked me why other people get revocable living.
The post Revocable Living Trust #1 – You Love Your Kids | Estate Planning TV 051 appeared first on CMS Law Firm LLC | Bellevue Estate Planning Attorneys | Seattle Estate Planning Lawyers.
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Will My Revocable Living Trust Protect My Assets for My Kids if I Die First? This is a question I get often and was specifically asked this week by a.
The post How Do I Keep My Spouse from Cutting the Kids Out of My Trust After I Die? | Estate Planning TV 050 appeared first on CMS Law Firm LLC | Bellevue Estate Planning Attorneys | Seattle Estate Planning Lawyers.
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Estate Planning: I Don’t Care What You Want Whenever people come into my office to talk about their estate plan I always tell them something up front: I don’t care.
The post I Do Not Care What You Want | Estate Planning TV 049 appeared first on CMS Law Firm LLC | Bellevue Estate Planning Attorneys | Seattle Estate Planning Lawyers.
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Business Succession 1/2: Power of Attorney for Your Business This is the second installment of the HOB series “Succession” summary and takeaway. The theme of this episode was the Power.
The post Business Succession 1/2 – Power of Attorney for Business | Estate Planning TV 048 appeared first on CMS Law Firm LLC | Bellevue Estate Planning Attorneys | Seattle Estate Planning Lawyers.
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Succession 1/1: 5 Estate Planning Takeaways A new show recently debuted on HBO called “Succession” and it combines two things I love: Estate planning and business. I thought it would.
The post Succession 1/1 – Five Estate Planning Takeaways | Estate Planning TV 047 appeared first on CMS Law Firm LLC | Bellevue Estate Planning Attorneys | Seattle Estate Planning Lawyers.
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Tax Implications of a Revocable Living Trust When people think about avoiding taxes they often think of using trusts as shelters. Unfortunately, those assumptions about trusts as tax shelters are.
The post Tax Implications of a Revocable Living Trust | Estate Planning TV 046 appeared first on CMS Law Firm LLC | Bellevue Estate Planning Attorneys | Seattle Estate Planning Lawyers.
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