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

#143 | Why I don't like testamentary trusts (and what to do about it). 11.05.2020 4:55

Why I don't like testamentary trusts (and what to do about 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://estatemee...

#142 | Can you create a will if you're under 18? 08.05.2020 3:19

Can you create a will if you're under 18? -- 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 t...

#141 | Passing down safety deposit boxes. 06.05.2020 5:45

Passing down safety deposit boxes. -- 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...

#140 | Tip for real estate in trusts. 05.05.2020 4:30

Tip for real estate in trusts. -- 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...

#139 | Do you REALLY have to follow the trust? 04.05.2020 3:44

Do you REALLY have to follow the 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 want to...

#138 | What is a Crummey letter?. 30.04.2020 6:43

What is a Crummey letter? -- 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 abou...

#137 | The importance of structuring your bequests prudently. 28.04.2020 6:25

The importance of structuring your bequests prudently. -- 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...

#136 | Be careful of looking too far out when estate planning.. 24.04.2020 5:36

Be careful of looking too far out when estate planning. -- 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...

#135 | Is it ever too late to do estate planning? 23.04.2020 5:05

Is it ever too late to do estate planning? -- 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...

#134 | The dangers of holding real estate in one person's name. 21.04.2020 4:57

The dangers of holding real estate in one person's name. -- 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.co...

#133 | How often should you update your estate plan? 15.04.2020 6:50

How often should you update your estate plan? -- 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...

#132 | Can you handwrite changes on your will? 14.04.2020 3:49

Can you handwrite changes on your will? -- 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...

#131 | Business owners and estate planning - two considerations. 10.04.2020 7:50

Business owners and estate planning - two considerations. -- 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.c...

#130 | What is a step-up in basis (and why is it important in estate planning)? 09.04.2020 5:06

What is a step-up in basis (and why is it important in estate planning)? -- 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://...

#129 | What is the generation skipping tax? 03.04.2020 6:11

What is the generation skipping tax? -- 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...

#128 | Don't forget the final step! 27.03.2020 3:26

Don't forget the final step! -- 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...

#127 | Should I even start estate planning right now given the "shelter at home" order? 26.03.2020 5:31

Should I even start estate planning right now given the "shelter at home" order? -- 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:...

#126 | The WRONG time to get estate planning. 25.03.2020 3:29

The WRONG time to get estate planning. -- 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 t...

#125 | Why is it so hard to create an estate plan? 24.03.2020 5:56

Why is it so hard to create an estate plan? -- 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...

#124 | Who needs estate planning? 23.03.2020 5:32

Who needs estate planning? -- 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 abo...

#123 | 5 things a revocable trust can do that a Will can't. 20.03.2020 8:15

5 things a revocable trust can do that a Will can't. -- 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...

#122 | Does everyone need a power of attorney? 19.03.2020 4:26

Does everyone need a power of attorney? -- 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...

#121 | What is probate and why do people want to avoid it? 18.03.2020 4:44

What is probate and why do people want to avoid 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.com If...

#120 | Do I need to worry about estate taxes? 17.03.2020 4:43

Do I need to worry about estate taxes? -- 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 t...

#119 | Does a revocable trust give you asset protection? 16.03.2020 3:24

Does a revocable trust give you asset protection? -- 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 yo...