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

#168 | When is probate REQUIRED? 14.09.2020 3:53

When is probate REQUIRED? -- 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...

#167 | What is probate? 11.09.2020 3:07

What is probate? -- 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:...

#166 | I just bought/sold a house. Do I need to update my estate plan?. 10.09.2020 5:13

I just bought/sold a house. Do I need to update my 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… 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://estatemeeti...

#165 | Who can open a probate? 02.09.2020 3:33

Who can open a probate? -- 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...

#164 | Do you need to update your will when you have another kid? 28.08.2020 3:20

Do you need to update your will when you have another 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… 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...

#163 | How are retirement accounts treated for non-spouses in estate planning? 25.08.2020 4:42

How are retirement accounts treated for non-spouses in estate planning? .

#162 | Considerations for gifts to the elderly. 12.08.2020 4:11

Considerations for gifts to the elderly. -- 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...

#161 | Can you name different people to different estate planning positions? 07.08.2020 4:04

Can you name different people to different estate planning positions? -- 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://estat...

#160 | The first step when updating your estate plan. 17.07.2020 4:13

The first step when updating 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… 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...

#159 | Purchasing property when you have a trust. 10.07.2020 3:38

Purchasing property when you 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...

#158 | Estate planning for police officers. 07.07.2020 6:52

Estate planning for police officers. -- 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...

#157 | If you're going to be the Personal Representative prepare to do the work. 01.07.2020 4:19

If you're going to be the Personal Representative prepare to do the work. -- 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://e...

#156 | Do you need to update your will when you get married? 24.06.2020 4:52

Do you need to update your will when you get married? -- 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...

#155 | Beware the estate planning rabbit hole. 23.06.2020 4:27

Beware the estate planning rabbit hole.

#154 | Does my revocable trust give me asset protection? 18.06.2020 3:47

Does my revocable trust give me 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… 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...

#153 | How to handle grumpy beneficiaries. 16.06.2020 5:09

How to handle grumpy beneficiaries. -- 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...

#152 | Should I try to replace my parent's power of attorney? 12.06.2020 5:26

Should I try to replace my parent's power of attorney? As our loved ones age, caring for them becomes emotional and creates issues among family members that often are able to linger out of sight. But what happens when those issues surface? And what happens when you don't think your mom or dad's power of attorney is doing a good job? The answer, as always, is "it depends."

#151 | To build a sound house, start with the foundation. 05.06.2020 4:47

To build a sound house, start with the foundation. -- I love comments. I make this content 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 y...

#150 | The kind of legacy money can't buy. 04.06.2020 8:32

The kind of legacy money can't buy. -- I love comments. I make this content 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...

#149 | What's the asset minimum for needing a trust? 21.05.2020 3:41

What's the asset minimum for needing a trust? -- I love comments. I make this content 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...

#148 | How to give access to bank accounts. 20.05.2020 4:48

How to give access to bank accounts. -- I love comments. I make this content 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...

#147 | Blended family estate planning considerations. 19.05.2020 4:53

Blended family estate planning considerations. -- 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...

#146 | Estate planning stress test?. 15.05.2020 5:48

Estate planning stress test? -- I love comments. I make this content 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...

#145 | Thinking of giving money to someone to take care of someone else? Think again. 14.05.2020 5:24

Thinking of giving money to someone to take care of someone else? Think again. -- I love comments. I make this content 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: ht...

#144 | What if you're named executor and you don't want to do it? 12.05.2020 4:43

What if you're named executor and you don't want to do it? -- I love comments. I make this content 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....