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

#314 Estate Taxes Explained (again) 11.05.2022 5:00

Estate Taxes Explained (again) -- 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… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you want to talk more a...

#313 Alternative to probate to transfer real estate 06.05.2022 5:49

Alternative to probate to transfer real estate -- 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… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you wan...

#312 How to avoid probate with real estate 03.05.2022 6:05

How to avoid probate with real estate -- 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… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you want to talk...

#311 What is portability? 28.04.2022 3:00

What is portability? -- 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… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you want to talk more about proba...

#310 How to transfer NFTs to heirs 25.04.2022 4:08

How to transfer NFTs to heirs -- 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… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you want to talk more ab...

#309 How much asset protection do you need? 19.04.2022 4:49

How much asset protection do you need? -- 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… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you want to tal...

#308 The biggest creditor your estate will face 08.04.2022 6:23

The biggest creditor your estate will face -- 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… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you want to...

#307 Who gets to see a will? 01.04.2022 3:44

Who gets to see 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… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you want to talk more about pr...

#306 How long do your estate planning docs last? 31.03.2022 4:07

How long do your estate planning docs last -- 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… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you want to...

#305 What is a dynasty trust? 29.03.2022 5:12

What is a dynasty 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… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you want to talk more about pr...

#304 Estate planning document storage tips. 25.03.2022 4:58

Estate planning document storage 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… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you want to talk...

#303 Don't give your house to your kids to beat Medicaid 24.03.2022 4:31

Don't give your house to your kids to beat Medicaid -- 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… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If yo...

#302 Why I'm rethinking my stance on medicaid trusts. 22.03.2022 5:26

Why I'm rethinking my stance on 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… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you w...

#301 How much should you pay your executor and/or trustee? 15.03.2022 4:11

How much should you pay your executor and/or trustee? -- 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… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If...

#300 Don't give money to people for the benefit of other people 09.03.2022 5:21

Don't give money to people for the benefit of other people -- 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… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.co...

#299 5 signs your estate planning attorney is no good 08.03.2022 7:29

5 signs your estate planning attorney is no good -- 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… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you w...

#298 WA State Estate tax change that MATTERS 24.02.2022 5:42

WA State Estate tax change that MATTERS -- 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… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you want to ta...

#297 The 2 limitations of a will 22.02.2022 4:04

The 2 limitations of 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… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you want to talk more abou...

#296 Do I need a testamentary trust? 15.02.2022 4:53

Do I need a testamentary 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… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you want to talk more...

#295 Your trust doesn't own anything 10.02.2022 3:38

Your trust doesn't own anything -- 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… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you want to talk more...

#294 Estate planning and divorce 04.02.2022 3:52

Estate planning and divorce -- 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… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you want to talk more abou...

#293 Grantor Retained Annuity Trust - GRAT - Explained 03.02.2022 5:48

Grantor Retained Annuity Trust - GRAT - Explained -- 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… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you...

#292 How to gift to reduce estate taxes 21.01.2022 4:36

How to gift to reduce estate taxes -- 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… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you want to talk mo...

#291 Why are revocable living trusts so long? 19.01.2022 4:14

Why are revocable living trusts so long? -- 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… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you want to t...

#290 3 reasons not to leave your kids an inheritance 11.01.2022 5:25

3 reasons not to leave your kids an inheritance -- 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… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you wa...