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

Stop paying bills when someone dies. 19.12.2024 0:48

Stop paying bills when someone 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

Did you know there are electronic Wills in WA? 18.12.2024 0:49

Did you know there are electronic Wills in WA? 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 Unintentionally Wreck Your Child's Inheritance. 17.12.2024 6:29

How to Unintentionally Wreck Your Child's Inheritance. 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

What to do when Inherited Real Estate is Paid Off. 16.12.2024 0:54

What to do when Inherited Real Estate is Paid Off. 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

Joint Tenants vs Tenants in Common. 15.12.2024 0:48

Joint Tenants vs Tenants in Common. 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 trigger a transfer on death deed? 14.12.2024 0:39

How do you trigger a transfer on death deed? 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

Thank you for 10,000 subscribers! 13.12.2024 0:39

Thank you for 10,000 subscribers! 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

Instructions instead of a Will is the worst thing you could do. 12.12.2024 0:40

Instructions instead of a Will is the worst thing you could do. 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

True Story - Another Reason Not to Put Family on Your Bank Account 10.12.2024 2:54

True Story - Another Reason Not to Put Family on Your Bank Account 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

What Rights to Future Beneficiaries Have? 29.11.2024 0:56

What Rights to Future Beneficiaries Have? 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 Young Children Can Help Qualify for Medicaid 28.11.2024 0:42

How Young Children Can Help Qualify for 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

A Time to NEVER Use Transfer on Death Deeds 27.11.2024 0:52

A Time to NEVER Use Transfer on Death Deeds 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 Lack of Knowledge Can Help Qualify for Medicaid 26.11.2024 0:49

How Lack of Knowledge Can Help Qualify for 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

Why do companies take life insurance policies out on their employees? 21.11.2024 1:14

Why do companies take life insurance policies out on their employees? 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 living trusts do not give you asset protection. 20.11.2024 1:04

Revocable living trusts do not give you asset protection. 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

Does a Will get filed before or after death? 19.11.2024 1:06

Does a Will get filed before or after 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 #lawyer #attorney #taxes #money

Can you appoint non-US resident guardians for your kids? 18.11.2024 1:13

Can you appoint non-US resident guardians for your kids? 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 deal with crazy people in probate - a story. 17.11.2024 1:14

How to deal with crazy people in probate - a story. 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

Forming an LLC? Get an Attorney! 16.11.2024 0:45

Forming an LLC? Get an Attorney! 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 Tell if Your U.S. Estate Plan will Work Abroad. 15.11.2024 0:44

How to Tell if Your U.S. Estate Plan will Work Abroad. 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

Future Beneficiary and Trust Visibility 14.11.2024 0:56

Future Beneficiary and Trust Visibility 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

You're Not the Executor Until this Happens (even with a Will). 13.11.2024 0:46

You're Not the Executor Until this Happens (even with 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

Do gift receivers pay income tax? 05.11.2024 0:38

Do gift receivers pay income tax? 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 beneficiary see a Will or Trust before the creator dies? 04.11.2024 1:32

Can a beneficiary see a Will or Trust before the creator 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

Executors are not required to give you a copy of the Will. 02.11.2024 0:39

Executors are not required to give you a copy of 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