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

#215 Do you really need a community property agreement 03.03.2021 4:49

Do you really need a community property agreement -- 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...

#214 Attorney Expectations 02.03.2021 4:45

Attorney Expectations -- 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 prob...

#213 Two types of Special needs trusts 01.03.2021 7:37

Two Types of Special Needs 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 want to talk mor...

#212 Do I Ever Need Two Trusts? 26.02.2021 5:39

Do I Ever Need Two 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 want to talk more about...

#211 Why You Shouldn't Worry About Biden's Tax Proposals (yet) 17.02.2021 6:15

Why You Shouldn't Worry About Biden's Tax Proposals (yet) . 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...

#210 Why are Legal Services so Expensive? 12.02.2021 5:49

Why are Legal Services so Expensive? . 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 m...

#209 Do I Need a Will When I Have a Trust 09.02.2021 5:49

Do I Need a Will When I Have 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… 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 m...

#208 Do Beneficiary Designations in Estate Planning Negate a Will? 03.02.2021 5:27

Do Beneficiary Designations in Estate Planning Negate 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.c...

#207 Revocable Living Trusts Explained 27.01.2021 8:46

Revocable Living Trusts 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 want to talk more...

#206 Estate Planning 101 26.01.2021 9:32

Estate Planning 101 . 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 probate...

#205 Estate Planning with Real Estate with Multiple Heirs 19.01.2021 6:01

Estate Planning with Real Estate with Multiple 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 yo...

#204 Do You Owe Excise Taxes on Real Estate Transfers to You Trust. 15.01.2021 4:05

Do You Owe Excise Taxes on Real Estate Transfers to You Trust.

#203 Divorce and Estate Planning 13.01.2021 5:03

Divorce and 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… 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...

#202 |Why Revocable Living Trusts Do Not Provide Asset Protection 11.01.2021 5:07

Why Revocable Living Trusts Do Not Provide Asset Protection

#201 | Will a Revocable Living Trust Mess Up My Refi 05.01.2021 2:49

Will a Revocable Living Trust Mess Up My Refi

#203 | The best Christmas gift you can give 25.12.2020 6:17

The best Christmas gift you can give -- 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...

#202 | Three ways to contest a will or trust 23.12.2020 5:22

Three 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… 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...

#201 | Don't quitclaim deed your property to your kids 18.12.2020 4:53

Don't quitclaim deed your property to your kids -- 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...

#200 | Banking and your revocable living trust 17.12.2020 5:07

Banking and your recoverable living 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...

#199 | How estate planning can get complicated even when it seems simple 11.12.2020 4:16

How estate planning can get complicated even when it seems simple -- 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://estatemee...

#198 | Zappos CEO Tony Hseih didn't have a will. Maybe he didn't need one 08.12.2020 5:15

Zappos CEO Tony Hseih didn't have a will. Maybe he didn't need one -- 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://estateme...

#197 | Reminder you are not the executor until the court appoints you 02.12.2020 3:53

Reminder you are not the executor until the court appoints you -- 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://estatemeetin...

#196 | Estate planning and the "silent" real estate owner 30.11.2020 6:31

Estate planning and the "silent" real estate owner -- 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...

#195 | What is a charitable remainder trust? 27.11.2020 6:07

What is a charitable remainder 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...

#194 | How to approach complex estate planning 26.11.2020 5:37

How to approach complex 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… 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...