Christopher Small
Estate Planning Strategies
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
Category
Podcast website
Latest episode
May 16, 2026
Where to listen?
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Episodes
Beneficiary designations and pension plans. 27.06.2024 1:01
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 here -> https://cmslawfirm.com/
Trust assets and taxes explained. 26.06.2024 1:44
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 here -> https://cmslawfirm.com/
What does a revocable living trust do? 25.06.2024 1:36
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 here -> https://cmslawfirm.com/
Probate alternatives. 25.06.2024 3:00
Probate alternatives. At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon!
How to pick a great Trustee. 25.06.2024 5:41
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 here -> https://cmslawfirm.com/
How to keep your house in the family FOREVER. 21.06.2024 1:33
How to keep your house in the family FOREVER. 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 here -> https://cmslawfirm.com/
Beneficiary designation vs. Trust - here's who wins. 20.06.2024 1:59
Beneficiary designation vs. Trust - here_s who wins. 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 here -> https://cmslawfirm.com/
Trust assets and taxes explained. 19.06.2024 1:44
Trust assets and taxes explained. 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 here -> https://cmslawfirm.com/
How to get access to a dead person's email. 18.06.2024 1:55
How to get access to a dead person_s email. 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 here -> https://cmslawfirm.com/
How to set up a trust for a blended family. 18.06.2024 5:33
How to set up a trust for a blended family. Need help with estate planning or probate? -> https://cmslawfirm.com
How to transfer an inherited IRA to your own IRA. 17.06.2024 1:29
How to transfer an inherited IRA to your own IRA. 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 here -> https://cmslawfirm.com/
Should you worry about the government taking all of your property when you die? 14.06.2024 1:37
The government is a small player with a BIG role in your estate planning. Here's the inside scoop. #estateplanning #trusts #realestate #attorneysoftiktok #estateplanningattorneys #legacy #wealth #estatetaxes #medicaidplanning #medicaid #cmslawfirm
Should you put rental properties in separate LLCs and separate trusts? 13.06.2024 6:35
Rental property and asset protection. There is a theory out there that for every rental property you own you should have a separate trust AND a separate LLC. Is that right? Find out here. #estateplanning #trusts #realestate #attorneysoftiktok #LLC #assetprotection #landtrust #cmslawfirm
Estate planning attorney hiring guide. 12.06.2024 2:47
Here's how to hire an estate planning attorney that will do great work for you. #estateplanning #trusts #realestate #estateplanningattorneys #legacy #wealth #estatetaxes #medicaidplanning #medicaid #cmslawfirm
Divorcing? You MUST update your estate plan. 12.06.2024 2:21
If you die while in the process of divorcing, your future ex-spouse could get EVERYTHING. Here's how to prevent that. #estateplanning #trusts #realestate #estateplanningattorneys #legacy #wealth #estatetaxes #medicaidplanning #medicaid #cmslawfirm
What to do if your estate planning attorney retires. 10.06.2024 1:45
There are a bunch of old estate planning lawyers out there retiring. Here's what to do if yours does. #estateplanning #trusts #realestate #estateplanningattorneys #legacy #wealth #estatetaxes #medicaidplanning #medicaid #cmslawfirm
House in Trust: When Does the Step-Up Occur? 07.06.2024 1:34
When you put a house into a revocable living trust, you can get a step-up on a tax basis. If you're married and in a community property state like Washington, you get this benefit twice. When the first spouse dies, the house receives a step-up in basis to the current market value. When the surviving spouse dies, you get a second step-up in basis to the market value at that time. A revocable trust...
Why Probate Sucks and How to Avoid It 06.06.2024 3:27
Probate is the legal process of transferring assets after death. It can be costly, time-consuming, and frustrating. The good news is that avoiding probate is easier than you think! With proper estate planning, such as updating beneficiary designations and creating a revocable trust, you can ensure a smooth transfer of your assets without the hassle. If you need help, we'd love to discuss how you c...
Inherited retirement accounts? Here's what you need to know! 05.06.2024 2:39
Have you inherited a retirement account? Learn more about managing an inherited IRA or 401k to minimize income taxes. Plan your distributions wisely to avoid hefty tax bills. Need estate planning or Probate help? Visit cmslawfirm.com for a free consultation. #inheritedIRA #inherited401k #taxplanning #probatelaw #retirementaccounts #financialplanning #estateadvice #taxstrategies #estateplanning #pr...
A Trust is Not Always the Best Place to Put a House 04.06.2024 1:15
Did you know that sometimes putting your house in a trust isn't the best way to leave it to your kids? If you have one or two kids who agree on what to do with the property, a transfer on the death deed might be a better, cheaper, and faster option. Want to learn more? Visit cmslawfirm.com, and let's discuss your estate planning needs. #estateplanning #probate #trusts #realestate #inheritanceplann...
What to do if an attorney says they are too busy. 31.05.2024 2:43
What to do if an attorney says they are too busy. At CMS Law Firm we do estate planning and probate, and we do it well. If you need help, we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Getting started is easy. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com. Talk to you soon!
Probate strategy when there's no family left. 30.05.2024 2:28
Probate strategy when there's no family left. At CMS Law Firm we do estate planning and probate, and we do it well. If you need help, we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Getting started is easy. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com. Talk to you soon!
What is a self-settled irrevocable trust? 29.05.2024 2:53
What is a self-settled irrevocable trust? At CMS Law Firm we do estate planning and probate, and we do it well. If you need help, we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Getting started is easy. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com. Talk to you soon!
Tax assessment for real estate valuation is BAD. 28.05.2024 2:21
Tax assessment for real estate valuation is BAD. At CMS Law Firm we do estate planning and probate, and we do it well. If you need help, we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Getting started is easy. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com. Talk to you soon!
Person dies - Someone living in the house How to get them out. 27.05.2024 2:07
Person dies - Someone living in the house How to get them out. At CMS Law Firm we do estate planning and probate, and we do it well. If you need help, we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Getting started is easy. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com. Talk to you soon!
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