Estate Planning Strategies Por arte de portada

Estate Planning Strategies

De: Christopher Small
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  • Resumen

  • Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
    CMS Law Firm LLC 2020
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Episodios
  • House in Trust: When Does the Step-Up Occur?

    House in Trust: When Does the Step-Up Occur?
    Jun 7 2024
    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 Washington, you get this benefit twice. When the first spouse dies, the house receives a step-up in basis to the current market value. When the surviving spouse dies, you get a second step-up in basis to the market value at that time.

    A revocable trust isn’t its entity while the trustors are alive, so it uses their social security numbers for tax purposes, allowing for the step-up in basis at each death.

    If you need help, we’d love to discuss how you can protect your family, yourself, and your money.

    Getting started is easy. Get a free strategy session by clicking the link - https://cmslawfirm.com.

    Talk to you soon!

    #estateplanning #probate #trusts #realestate #inheritanceplanning #legaladvice #cmslawfirm #familyestate #willplanning #estatelaw
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    2 m
  • Why Probate Sucks and How to Avoid It

    Why Probate Sucks and How to Avoid It
    Jun 6 2024
    Probate is the legal process of transferring assets after death. It can be costly, time-consuming, and frustrating.

    The good news is that avoiding probate is easier than you think! With proper estate planning, such as updating beneficiary designations and creating a revocable trust, you can ensure a smooth transfer of your assets without the hassle.

    If you need help, we’d love to discuss how you can protect your family, yourself, and your money.

    Getting started is easy. Get a free strategy session by clicking the link - https://cmslawfirm.com.

    Talk to you soon!

    #estateplanning #probate #trusts #realestate #inheritanceplanning #legaladvice #cmslawfirm #familyestate #willplanning #estatelaw
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    3 m
  • Inherited retirement accounts? Here’s what you need to know!

    Inherited retirement accounts? Here’s what you need to know!
    Jun 5 2024
    Have you inherited a retirement account? Learn more about managing an inherited IRA or 401k to minimize income taxes. Plan your distributions wisely to avoid hefty tax bills.

    Need estate planning or Probate help? Visit cmslawfirm.com for a free consultation.

    #inheritedIRA #inherited401k #taxplanning #probatelaw #retirementaccounts #financialplanning #estateadvice #taxstrategies
    #estateplanning #probate #trusts #realestate #inheritanceplanning #legaladvice #cmslawfirm #familyestate #transferondeathdeed #willplanning #bankaccount #beneficiary
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    3 m
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