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#274 Business Succession Planning 101

Estate Planning Strategies

Release Date: 09/29/2021

#282 Estate Taxes and the Unlimited Marital Deduction. show art #282 Estate Taxes and the Unlimited Marital Deduction.

Estate Planning Strategies

Estate Taxes and the Unlimited Marital Deduction. -- 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: https://probatemeeting.com -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2....

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#281 Foreign Assets and US Estate Planning. show art #281 Foreign Assets and US Estate Planning.

Estate Planning Strategies

Foreign Assets and US 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 probate: https://probatemeeting.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...

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#280 What is a QTIP Trust and Can It Help With Estate Taxes? show art #280 What is a QTIP Trust and Can It Help With Estate Taxes?

Estate Planning Strategies

What is a QTIP Trust and Can It Help With Estate Taxes? -- 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: https://probatemeeting.com -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2....

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#279 Update on Biden’s Proposed Estate Tax Law Changes show art #279 Update on Biden’s Proposed Estate Tax Law Changes

Estate Planning Strategies

Update on Biden’s Proposed Estate Tax Law Changes. -- 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: https://probatemeeting.com -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2....

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#278 How to Give Retirement Accounts to Charity the Right Way show art #278 How to Give Retirement Accounts to Charity the Right Way

Estate Planning Strategies

How to Give Retirement Accounts to Charity the Right Way -- 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: https://probatemeeting.com -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection...

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#277 | What is a Ladybird Deed show art #277 | What is a Ladybird Deed

Estate Planning Strategies

What is a Ladybird Deed -- 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: https://probatemeeting.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...

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#276 Trust Distributions Gone Wrong show art #276 Trust Distributions Gone Wrong

Estate Planning Strategies

Trust Distributions Gone Wrong -- 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: https://probatemeeting.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...

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#275 The Info Source Matters show art #275 The Info Source Matters

Estate Planning Strategies

The Info Source Matters -- 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: https://probatemeeting.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...

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#274 Business Succession Planning 101 show art #274 Business Succession Planning 101

Estate Planning Strategies

Business Succession 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: https://probatemeeting.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...

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#273 Right Place Wrong Time show art #273 Right Place Wrong Time

Estate Planning Strategies

Right Place Wrong Time -- 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: https://probatemeeting.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...

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Business Succession Planning 101
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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. 🙂

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If you want to talk more about estate planning: https://estatemeeting.com

If you want to talk more about probate: https://probatemeeting.com
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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.

Christopher Small is the owner of CMS Law Firm LLC. He created it with one goal - help YOU live a great life and leave a great legacy.

You’ll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.

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Instagram = https://instagram.com/cmslawfirm
Facebook = https://www.facebook.com/cmslawfirm/
Podcast = https://cmslawfirm.com/podcast
LinkedIn = https://linkedin.com/in/smallchristopher