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

There is no such thing as right or wrong in estate planning. 13.03.2023 1:26

There is no such thing as right or wrong in estate planning. -- 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 estate planning or probate, ju...

The downside of medicaid trusts. 08.03.2023 1:27

The downside of medicaid trusts. -- 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 estate planning or probate, just go here - https://cmslawfirm...

If your estate planning attorney suggests anything that requires probate, they're taking your money 02.03.2023 1:25

If your estate planning attorney suggests anything that requires probate, theyre taking youre money twice, and you're a sucker. -- 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 y...

What is probate? Why do people hate it? All of your answers here! 01.03.2023 2:41

What is probate? Why do people hate it? All of your answers here! -- 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 estate planning or probat...

What is in a foundational estate plan? 01.03.2023 4:01

What is in a foundational estate plan? -- 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 estate planning or probate, just go here - https://c...

How to find a dead person's social security number 24.02.2023 1:28

Searching for a dead person's social security number can be a tedious struggle. Listen up to avoid this problem! -- 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 t...

In estate planning, fairness doesn't exist. It's your money, your life, and you should give your mon 23.02.2023 1:27

In estate planning, fairness doesn't exist. It's your money, your life, and you should give your money to whomever you want. Don't succumb to the pressure. 👊 -- 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...

#359 3 ways to contest a will or trust 22.02.2023 1:28

3 ways to contest a will or trust -- 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 estate planning or probate, just go here - https://cmslaw...

Estate Planning 101 - Generation Skipping Transfer 21.02.2023 5:32

Estate Planning 101 - Generation Skipping Transfer -- 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 estate planning or probate, just go here...

A ninja way to create generational wealth. 20.02.2023 3:16

A ninja way to create generational wealth. -- 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 estate planning or probate, just go here - https...

Don't Add Your Kids Onto Your Bank Account for Estate Planning 19.02.2023 2:49

Don't Add Your Kids Onto Your Bank Account -- 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 estate planning or probate, just go here - https...

How do you find a dead persons social security number? 17.02.2023 1:28

How do you find a dead persons social security number? -- 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 estate planning or probate, just go...

How to REALLY get privacy out of your trust. 16.02.2023 1:28

How to REALLY get privacy out of your trust. -- 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 estate planning or probate, just go here - htt...

What is spindrift clause? 16.02.2023 1:28

What is spindrift clause? -- 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 estate planning or probate, just go here - https://cmslawfirm.com...

Why does a trust need a name? 15.02.2023 1:29

Why does a trust need a name? -- 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 estate planning or probate, just go here - https://cmslawfirm...

Domestic asset protection trusts are worthless. 13.02.2023 1:28

Domestic asset protection trusts are worthless. -- 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 estate planning or probate, just go here -...

How trusts are taxed. 10.02.2023 1:28

How trusts are taxed. -- 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 estate planning or probate, just go here - https://cmslawfirm.com ===...

Revocable living trust does NOT provide asset protection. 09.02.2023 1:28

Revocable living trust does NOT provide asset protection. -- 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 estate planning or probate, just...

Probate isn't always the answer. 08.02.2023 1:25

Probate isn't always the answer. -- 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 estate planning or probate, just go here - https://cmslawf...

Paying gift taxes is hard. 07.02.2023 1:27

Paying gift taxes is hard. -- 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 estate planning or probate, just go here - https://cmslawfirm.co...

Estate planning and inherited IRAs. 03.02.2023 1:25

Estate planning and inherited IRAs. -- 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 estate planning or probate, just go here - https://cmsl...

There is no step up in basis on an IRA when you die. 01.02.2023 1:28

There is no step up in basis on an IRA when you die. -- 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 estate planning or probate, just go he...

Easy way to find out if your estate planning attorney sucks. 01.02.2023 1:27

Easy way to find out if your estate planning attorney sucks. -- 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 estate planning or probate, ju...

How to double state tax exemption in Washington. 25.01.2023 1:28

How to double state tax exemption in Washington. -- 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 estate planning or probate, just go here -...

Easiest way to mess up your estate plan. 24.01.2023 1:27

Easiest way to mess up your estate plan. -- 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 estate planning or probate, just go here - https:/...