Don’t Let Your Feelings Get In The Way of Probate This is a little rant based on a meeting I had a couple of weeks ago with someone I’m helping.
Estate Planning Client Profile #2: The Blended Family
Trusts / Wills
Do you have a plan for your kids if something happens to you? Will a judge decide who takes care of your kids? Will they be financially taken care of?
It is possible for your assets to benefit generation after generation of your family (without creating trust fund babies). Create a true family dynasty and provide limitless opportunity.
Once your net worth goes over $2 million dollars you become responsible for estate taxes. There are easy ways to significantly reduce this.
Our team of estate planning attorneys never stops working. Here's just a little of what we do.
CMS helped my husband and I with our will and power of attorney. Chris and his staff are super personable and easy to work with. Chris is not your stereotypical attorney. He is not intimidating in any way. All of our questions or concerns were addressed in a way that we could understand and relate. I would recommend any of my family or friends to CMS!
Great team! Quick to follow up on questions with answers I could actually understand. The whole process of creating a will can be overwhelming but Chris and his team made me feel comfortable and confident that I was in good hands.
Working with Chris is great! Thank you for handling everything in a very prompt and professional manner. I will absolutely recommend family and friends.
Tips, strategies, and information to help you protect your family, live a rich life, and create generational wealth.