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

Tax consequences of giving too much in 2024. 01.11.2024 0:47

Tax consequences of giving too much in 2024. 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

Warning! Trust + s-corp can equal trouble. 31.10.2024 0:47

Warning! Trust + s-corp can equal trouble. 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

Income tax exemptions only work while you are alive. 30.10.2024 0:49

Income tax exemptions only work while you are alive. 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

ILIT - trust first or life insurance first? 29.10.2024 0:50

ILIT - trust first or life insurance first? 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 redo an irrevocable trust? 28.10.2024 2:02

Can you redo an irrevocable 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

Real estate and death of spouse - probate required? 26.10.2024 1:16

Real estate and death of spouse - probate required? 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 you have to use inheritance as directed? 25.10.2024 0:48

Do you have to use inheritance as directed? 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 executor required to give you a copy of the Will? 24.10.2024 0:52

Is the executor 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

Inherited real estate and mortgage rules. 23.10.2024 0:59

Inherited real estate and mortgage 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

When is the Right Time to Create an Irrevocable Trust? 14.10.2024 6:13

When is the Right Time to Create an Irrevocable 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

How to get a Copy of a Will After Someone Dies. 13.10.2024 0:47

How to get a Copy of a Will After 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

Do You Need Estate Planning If You have No Assets? 12.10.2024 0:49

Do You Need Estate Planning If You have No Assets? 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 Health Care Directives Exist? 11.10.2024 0:49

Why do Health Care Directives Exist? 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 Business Owners Create a Power of Attorney. 10.10.2024 0:42

How Business Owners Create a Power of 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

An Example of How NOT to Draft a Will 09.10.2024 0:45

An Example of How NOT to Draft 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

Your Probate Questions Answered - Grandma's Farm. 09.10.2024 0:48

Your Probate Questions Answered - Grandma's Farm. 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 best place to store your estate plan. 04.10.2024 2:41

The best place to store your 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

Can the Executor just Kick You Out of Your House? 02.10.2024 0:43

Can the Executor just Kick You Out of 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

An Important Consideration if Creating a Medicaid Asset Protection Trust. 01.10.2024 0:49

An Important Consideration if Creating a Medicaid Asset Protection 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

How to Get Cash in a Probate with Only Real Estate. 30.09.2024 0:47

How to Get Cash in a Probate with Only Real Estate. 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 do not have to give someone $1 to disinherit them. 27.09.2024 2:00

You do not have to give someone $1 to disinherit them. 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

How Does a Will Work? 26.09.2024 0:50

How Does a Will Work? 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 Add or Delete Beneficiaries from an Irrevocable Trust? 25.09.2024 0:45

Can You Add or Delete Beneficiaries from an Irrevocable 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

Estate planning and AI don't compute - yet. 24.09.2024 0:41

Estate planning and AI don't compute - yet. 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 best way to keep your home safe from a Medicaid lien. 23.09.2024 0:46

The best way to keep your home safe from a Medicaid lien. 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