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

How to give gifts to people you don't trust with the gift? 25.09.2019 5:35

How to give gifts to people you don't trust with the gift? . https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to entry (we make it easy for you) 3. Estate tax reduction/elimination If you need estate planning or probate help, we should talk...

Estate planning is NOT death planning.. 24.09.2019 4:43

Estate planning is NOT death planning. . https://estatemeeting.com --------------------------------------- ARE YOU A LAW FIRM OWNER? Me too. I work 25 hours a week and make multiple six figures. I don't have any headaches. No fires. No grumpy clients. Work is FUN. If you want an inside look at how I do it, for FREE, you should join my newsletter. Every week I talk about a different area of my busi...

Should you update old beneficiary designations?. 23.09.2019 6:22

Should you update old beneficiary designations? . https://estatemeeting.com --------------------------------------- ARE YOU A LAW FIRM OWNER? Me too. I work 25 hours a week and make multiple six figures. I don't have any headaches. No fires. No grumpy clients. Work is FUN. If you want an inside look at how I do it, for FREE, you should join my newsletter. Every week I talk about a different area o...

Look to the document for the answers 20.09.2019 3:33

Look to the document for the answers. . https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to entry (we make it easy for you) 3. Estate tax reduction/elimination If you need estate planning or probate help, we should talk. The easiest way to...

What happens if my estate plan burns up in a fire? 19.09.2019 4:06

What happens if my estate plan burns up in a fire? . https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to entry (we make it easy for you) 3. Estate tax reduction/elimination If you need estate planning or probate help, we should talk. The ea...

Are testamentary trusts a scam? 18.09.2019 7:01

Are testamentary trusts a scam? . https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to entry (we make it easy for you) 3. Estate tax reduction/elimination If you need estate planning or probate help, we should talk. The easiest way to do tha...

Do you need $10 million in assets to create a trust? 17.09.2019 4:57

Do you need $10 million in assets to create a trust? . https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to entry (we make it easy for you) 3. Estate tax reduction/elimination If you need estate planning or probate help, we should talk. The...

The two situations estate planning covers.. 16.09.2019 4:38

The two situations estate planning covers. . https://estatemeeting.com --------------------------------------- ARE YOU A LAW FIRM OWNER? Me too. I work 25 hours a week and make multiple six figures. I don't have any headaches. No fires. No grumpy clients. Work is FUN. If you want an inside look at how I do it, for FREE, you should join my newsletter. Every week I talk about a different area of my...

I don't understand legal jargon!!! 13.09.2019 4:17

I don't understand legal jargon!!! . https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to entry (we make it easy for you) 3. Estate tax reduction/elimination If you need estate planning or probate help, we should talk. The easiest way to do...

Do you have to know all of your assets to create an estate plan? 06.09.2019 5:52

Do you have to know all of your assets to create an estate plan? . https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to entry (we make it easy for you) 3. Estate tax reduction/elimination If you need estate planning or probate help, we shoul...

Avoiding probate when you have out of state property.. 05.09.2019 5:49

Avoiding probate when you have out of state property. . https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to entry (we make it easy for you) 3. Estate tax reduction/elimination If you need estate planning or probate help, we should talk. The...

Elder law vs estate planning.. 04.09.2019 7:16

Elder law vs estate planning. . https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to entry (we make it easy for you) 3. Estate tax reduction/elimination If you need estate planning or probate help, we should talk. The easiest way to do that...

An important function of wills.. 03.09.2019 4:38

An important function of wills. . https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to entry (we make it easy for you) 3. Estate tax reduction/elimination If you need estate planning or probate help, we should talk. The easiest way to do tha...

When does a power of attorney end? 02.09.2019 7:04

When does a power of attorney end? . https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to entry (we make it easy for you) 3. Estate tax reduction/elimination If you need estate planning or probate help, we should talk. The easiest way to do...

how to make sure your people can get to your electronic stuff if they need to... 30.08.2019 3:49

How to make sure your people can get to your electronic stuff if they need to... . https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to entry (we make it easy for you) 3. Estate tax reduction/elimination If you need estate planning or probat...

4th of July thoughts... 29.08.2019 7:53

4th of July thoughts and a tip on how to win an argument with someone you don't agree with... . https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to entry (we make it easy for you) 3. Estate tax reduction/elimination If you need estate plann...

Thoughts on controlling your guardians from the grave... 28.08.2019 6:01

Thoughts on controlling your guardians from the grave... . https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to entry (we make it easy for you) 3. Estate tax reduction/elimination If you need estate planning or probate help, we should talk....

How to take care of your non-biological peeps 27.08.2019 6:01

How to take care of your non-biological peeps... . https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to entry (we make it easy for you) 3. Estate tax reduction/elimination If you need estate planning or probate help, we should talk. The easi...

Estate taxes explained quick and dirty. 23.08.2019 7:19

Estate taxes explained quick and dirty. https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to entry (we make it easy for you) 3. Estate tax reduction/elimination If you need estate planning or probate help, we should talk. The easiest way to...

Estate planning and retirement accounts 22.08.2019 8:18

Estate planning and your retirement accounts. https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to entry (we make it easy for you) 3. Estate tax reduction/elimination If you need estate planning or probate help, we should talk. The easiest w...

Is your power of attorney up to date? 21.08.2019 5:49

Is your power of attorney up to date? . https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to entry (we make it easy for you) 3. Estate tax reduction/elimination If you need estate planning or probate help, we should talk. The easiest way to...

One way to make sure your kid's crazy spouse doesn't spend all of the inheritance.. 20.08.2019 6:53

One way to make sure your kid's crazy spouse doesn't spend all of the inheritance. . https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to entry (we make it easy for you) 3. Estate tax reduction/elimination If you need estate planning or prob...

One big reason to do estate planning.... 12.08.2019 4:20

One big reason to do estate planning... . https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to entry (we make it easy for you) 3. Estate tax reduction/elimination If you need estate planning or probate help, we should talk. The easiest way t...

Instagram answer! Can you switch out a note for assets in a decedents trust? 24.07.2019 10:18

Instagram answer! Can you switch out a note for assets in a decedents trust? . https://estateplanningmeeting.com --------------------------------------- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to entry (we make it easy for you) 3. Estate tax reduction/elimination If you need estate planning or pr...

5 ways to avoid probate that don't include a trust.... 10.07.2019 10:30

5 ways to avoid probate that don't include a trust... . https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to entry (we make it easy for you) 3. Estate tax reduction/elimination If you need estate planning or probate help, we should talk. The...