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Скачать или смотреть My 3 Simple Tips for Transferring Assets Without Probate

  • CMS Law Firm LLC
  • 2025-01-26
  • 369
My 3 Simple Tips for Transferring Assets Without Probate
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Описание к видео My 3 Simple Tips for Transferring Assets Without Probate

Transferring assets at death doesn’t have to be complicated. In this video, Christopher Small, owner of CMS Law Firm, shares his top three strategies to ensure a smooth and hassle-free transfer of your assets to your loved ones.

💡 What You’ll Learn:

Avoid Probate with Beneficiary Designations

Simplify asset transfers by naming beneficiaries on financial accounts, life insurance policies, and even real estate (using Transfer on Death Deeds).
Use a Trust for Seamless Asset Management

Learn how a trust can help consolidate assets, avoid probate, and manage distributions over time, especially if you own property in multiple states or have an LLC.
Set Up a Distribution Schedule

Discover how trusts allow you to control how and when your assets are distributed, ensuring they’re used wisely.
Christopher breaks down these tips with simple, actionable advice, giving you the tools to protect your assets and your loved ones’ futures.

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We do estate planning. We do probate. And we do it well.

Our firm rests on three core pillars:

1. Family protection
2. Elimination of barriers to entry (we make it easy for you)
3. Estate tax reduction/elimination

If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person).

Estate Planning - https://cmslawfirm.com/estateplanning...

Probate - https://cmslawfirm.com/probatestrateg...

Christopher Small is the owner of CMS Law Firm LLC. He created it with one goal - help YOU live a great life and leave a great legacy.

You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.

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How to find me out there in the world...
instagram =   / cmslawfirm  
facebook =   / cmslawfirm  
iTunes = https://podcasts.apple.com/us/podcast...
youtube =    / cmslawfirmllc  
linkedin =   / smallchristopher  

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