Christopher Small

Estate Planning Strategies

Education EN ↓ 1230 episodes

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.

Author

Christopher Small

Episodes

Why a married couple might want two trusts. 29.03.2025 0:47

Why a married couple might want two trusts. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Can a Step-Parent Prevent You from Seeing the Will? 27.03.2025 0:59

Can a Step-Parent Prevent You from Seeing the Will? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

What Happens if there is No Will? 26.03.2025 0:59

What Happens if there is No Will? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Why Does Probate Suck so Much? 25.03.2025 0:50

Why Does Probate Suck so Much? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Who Keeps Attorneys Honest? 24.03.2025 0:45

Who Keeps Attorneys Honest? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Revocable Trusts will Not Keep You Safe from Medicaid. 23.03.2025 0:47

Revocable Trusts will Not Keep You Safe from Medicaid. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

What are the Advantages of Having a Will? 22.03.2025 0:44

What are the Advantages of Having a Will? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

How do you Transfer an LLC Interest Without Probate. 21.03.2025 0:34

How do you Transfer an LLC Interest Without Probate. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

3 ways to handle greedy family members when a loved one dies. 20.03.2025 1:11

3 ways to handle greedy family members when a loved one dies. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Step one of a $7 million dollar estate plan. 19.03.2025 1:18

Step one of a $7 million dollar estate plan. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Here's who to blame when you can't find a Will. 18.03.2025 1:11

Here's who to blame when you can't find a Will. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

What makes a creditor claim valid in a probate? 16.03.2025 1:12

What makes a creditor claim valid in a probate? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

How to get a law firm to give you a dead person's Will. 15.03.2025 1:00

How to get a law firm to give you a dead person's Will. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Why I'd rather pay WA estate taxes over capital gains taxes. 14.03.2025 1:06

Why I'd rather pay WA estate taxes over capital gains taxes. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Inherited Roth IRA distribution rules. 13.03.2025 1:01

Inherited Roth IRA distribution rules. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

If you inherit a house you don't have to tell the mortgage company. 12.03.2025 0:44

If you inherit a house you don't have to tell the mortgage company. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

There are no downsides to a revocable trust. 11.03.2025 0:52

There are no downsides to a revocable trust. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

The New Rules for Inherited IRAs 09.03.2025 3:12

The New Rules for Inherited IRAs We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes

No contest clauses only apply for bad faith contests. 08.03.2025 0:43

No contest clauses only apply for bad faith contests. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Is the client the only one that can pay for estate planning? 06.03.2025 0:35

Is the client the only one that can pay for estate planning? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Can your spouse create their own trust and put EVERYTHING in it? 06.03.2025 0:47

Can your spouse create their own trust and put EVERYTHING in it? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Why won't my mom's attorney give me a copy of her Will? 02.03.2025 0:45

Why won't my mom's attorney give me a copy of her Will? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

A Will with no witnesses is not a Will. 01.03.2025 0:48

A Will with no witnesses is not a Will. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Top 3 tips for transferring assets at death. 28.02.2025 5:43

Top 3 tips for transferring assets at death. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes

A transfer on death deed does not stop you from selling your house. 27.02.2025 0:43

A transfer on death deed does not stop you from selling your house. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money