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

In estate planning there is no right or wrong. 23.01.2023 1:26

In estate planning there is no right or wrong. -- 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 - h...

What is a spendthrift clause? 19.01.2023 1:28

What is a spendthrift 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...

#505 | Estate planning with a blended family. 18.01.2023 1:25

Estate planning with a blended family. -- 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...

#504 | Estate planning when you have a new kid. 16.01.2023 1:27

Estate planning when you have a new kid. -- 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:/...

#503 | 3 ways to contest a will. 11.01.2023 1:25

3 ways to contest a will. -- 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...

#502 | Long or short? 09.01.2023 1:20

Long or short? -- 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 ==========...

#501 | The truth about estate planning. 29.12.2022 1:28

The truth about 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, just go here - https://cmslawf...

#500 | When should parents include kids in estate plan? 28.12.2022 1:24

When should parents include kids in 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 -...

#499 | Why does a trust need a name? 27.12.2022 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...

#498 | Domestic asset protection trusts are worthless. 21.12.2022 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 -...

#497 | How to run your biz in an irrevocable trust. 20.12.2022 1:27

How to run your biz in an irrevocable 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...

#496 | How trusts are taxed. 19.12.2022 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 ===...

#495 | When to create an irrevocable trust for a 4 year old. 15.12.2022 1:28

When to create an irrevocable trust for a 4 year old. -- 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 h...

#494 | What if someone dies with low assets and high debt? 14.12.2022 1:28

What if someone dies with low assets and high debt? -- 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 her...

#493 | The choice is yours in estate planning and in LIFE. 13.12.2022 1:26

The choice is yours in estate planning and in LIFE. -- 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 her...

#492 | How to REALLY get privacy out of your trust. 12.12.2022 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...

#491 | Why do I wear a suit? 09.12.2022 1:27

Why do I wear a suit? -- 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 ===...

#490 | A sneaky way to pay estate taxes with life insurance. 08.12.2022 1:24

A sneaky way to pay estate taxes with life insurance. -- 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 h...

#489 | How to cut people out of your will. 07.12.2022 1:26

How to cut people out of your will. -- 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...

#488 | Estate planning when kid wants a house but cant afford it. 06.12.2022 1:26

Estate planning when kid wants a house but cant afford 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 subscribe button. 🙂 PPS - if you WOULD like to chat for free about estate planning or probate, just...

#487 | Why does a trust even need a name. 05.12.2022 1:29

Why does a trust even 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://cmsla...

#486 | There is no step up in basis on an IRA when you die. 01.12.2022 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...

#485 | Easy way to find out if your estate planning attorney sucks. 30.11.2022 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...

#484 | How trusts are taxed. 29.11.2022 1:28

#482 | Why a will always goes with a trust. 23.11.2022 1:27

Why a will always goes with a 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://cms...