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

Inherited Real Estate - You Don't Need To Refinance The Mortgage. 07.09.2025 1:29

Inherited Real Estate - You Don't Need To Refinance The Mortgage. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind -...

The Type of Deed I'd Use to Gift Real Estate. 06.09.2025 1:12

The Type of Deed I'd Use to Gift Real Estate. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional...

5 Reasons To Use Big Law Instead Of Small Law. 05.09.2025 2:06

5 Reasons To Use Big Law Instead Of Small Law. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional...

Why the IRS makes Trustees Give their Social Security Number. 04.09.2025 1:13

Why the IRS makes Trustees Give their Social Security Number. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - prov...

4 Advanced WA State Estate Tax Strategies 28.08.2025 5:45

4 Advanced WA State Estate Tax Strategies 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional serv...

The CMS Estate Planning Process Step-by-Step 26.08.2025 5:02

The CMS Estate Planning Process Step-by-Step 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional s...

$8 Million Dollar Estate Plan Review 25.08.2025 7:00

$8 Million Dollar Estate Plan Review 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service a...

What is Support and Maintenance in a Revocable Living Trust? 23.08.2025 1:08

What is Support and Maintenance in a Revocable Living Trust? 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provi...

Don't Give Your House to Your Kids - Do THIS Instead. 22.08.2025 0:42

Don't Give Your House to Your Kids - Do THIS Instead. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exce...

5 Things To Do Before You Die 21.08.2025 1:29

5 Things To Do Before You Die 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a gre...

Don't Make This Mistake 20.08.2025 1:23

Don't Make This Mistake 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a great pri...

How to Give Your Kids Your House While You're Alive AND Save on Taxes. 19.08.2025 1:54

How to Give Your Kids Your House While You're Alive AND Save on Taxes. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mi...

The Big Beautiful Tax Bills effect on estate planning 19.08.2025 5:05

The Big Beautiful Tax Bills effect on estate planning 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exce...

4 Irrational Reasons to do Your Estate Plan. 18.08.2025 2:00

4 Irrational Reasons to do Your Estate Plan. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional s...

If This is You then Don't Use a Transfer on Death Deed. 17.08.2025 1:31

If This is You then Don't Use a Transfer on Death Deed. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide ex...

Do You Know What a Non-Grantor Trust is? 16.08.2025 1:04

Do You Know What a Non-Grantor Trust is? 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional servi...

Credit Shelter Trusts are NOT Needed for Fed Estate Taxes 15.08.2025 1:57

Credit Shelter Trusts are NOT Needed for Fed Estate Taxes 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide...

How To Tell How Wealthy Your Friends Are... 14.08.2025 0:41

How To Tell How Wealthy Your Friends Are... 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional se...

How I'd Build an Estate Plan from Nothing 12.08.2025 5:08

How I'd Build an Estate Plan from Nothing 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional serv...

Estate Planning and Your Home - Tax and Probate pitfalls 28.07.2025 8:23

Estate Planning and Your Home - Tax and Probate pitfalls 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide e...

Creating A Will Doesn't Make You Die Faster 24.07.2025 0:26

Creating A Will Doesn't Make You Die Faster 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional se...

A Will is not the most important part of your estate plan 23.07.2025 0:43

A Will is not the most important part of your estate plan 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide...

Don't give your house to your kids - yet revision 22.07.2025 8:31

Don't give your house to your kids - yet revision 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptio...

3 Common Living Trust Mistakes 22.07.2025 1:35

3 Common Living Trust Mistakes 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a gr...

How to Buy a House Anonymously 21.07.2025 1:06

How to Buy a House Anonymously 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a gr...