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
Best trust distribution schedule. 18.04.2023 10:06
Best trust distribution schedule. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate
What does it mean to have a clean title? 17.04.2023 1:26
What does it mean to have a clean title? If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate
Your kids are not going to do what you want. 14.04.2023 1:26
Your kids are not going to do what you want. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate
Should you move your rental house into an LLC? 13.04.2023 1:27
Should you move your rental house into an LLC? If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate
Alternatives to putting rental house into an LLC. 12.04.2023 1:28
Alternatives to putting rental house into an LLC. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate
Never put your personal residence into an LLC. 11.04.2023 1:25
Never put your personal residence into an LLC. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate
No testamentary trusts for minor children. 11.04.2023 4:31
No testamentary trusts for minor children. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate
The state does not get your property under any circumstance. 10.04.2023 1:26
The state does not get your property under any circumstance. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate
An estate plan 99 percent of the way done is 0 percent of the way done. 07.04.2023 1:26
An estate plan 99 percent of the way done is 0 percent of the way done. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate
Can the bank call the loan if you put your house in a trust? 06.04.2023 1:27
Can the bank call the loan if you put your house in a trust? If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate
You are not going to lose your house by putting it into a revocable trust. 05.04.2023 1:27
You are not going to lose your house by putting it into a revocable trust. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate
How to leave one house to many people without causing problems? 04.04.2023 1:28
How to leave one house to many people without causing problems? If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate
Spouse dies and is on the deed - What should you do? 04.04.2023 4:22
Spouse dies and is on the deed - What should you do? If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate
If you do nothing else with estate planning do this. 03.04.2023 1:28
If you do nothing else with estate planning do this. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate
Leaving money to friends or family for your kids is a terrible idea. 31.03.2023 1:18
Leaving money to friends or family for your kids is a terrible idea. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate
How to avoid capital gains tax? 24.03.2023 1:26
How to avoid capital gains tax? If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate
The wrong way to make estate plan changes. 23.03.2023 1:27
The wrong way to make estate plan changes. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate
Should you put your car in your revocable trust? 22.03.2023 1:27
Should you put your car in your revocable trust? If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate
The perfect trust distribution schedule for kids. 21.03.2023 4:57
The perfect trust distribution schedule for kids. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate
Should you include foreign property in your US estate plan? 21.03.2023 1:22
Should you include foreign property in your US estate plan? If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate
Tax rules for inherited 401Ks. 20.03.2023 1:29
Tax rules for inherited 401Ks. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate
The perfect kid trust distribution schedule. 17.03.2023 1:27
The perfect kid trust distribution schedule. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate
Are you in a community property state? Did your marriage end? Here's a sneaky tip to escape sharing 16.03.2023 1:27
Are you in a community property state? Did your marriage end? Here's a sneaky tip to escape sharing with an ex🫣🤫 -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… PS - It would mean the world to me if you hit the subscribe button. 🙂 PPS - if you WOULD like...
What do revocable living trusts provide? 15.03.2023 1:28
What do revocable living trusts provide? Warning! Revocable living trusts do NOT provide asset protection. What can they provide? Let's talk about it. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… PS - It would mean the world to me if you hit the subscrib...
Just because they say you need probate doesn't mean you need. Here are some sneaky tips. 14.03.2023 1:25
Just because they say you need probate doesn't mean you need. Here are some sneaky tips. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… PS - It would mean the world to me if you hit the subscribe button. 🙂 PPS - if you WOULD like to chat for free about es...
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