Estate Planning Strategies
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.
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#284 What is the Unlimted Marital Deduction?
12/03/2021
#284 What is the Unlimted Marital Deduction?
What is the Unlimted 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. 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. -- Instagram = https://instagram.com/cmslawfirm Facebook = https://www.facebook.com/cmslawfirm/ Podcast = https://cmslawfirm.com/podcast LinkedIn = https://linkedin.com/in/smallchristopher
/episode/index/show/estateplanningdaily/id/21372110
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#283 Real estate in trust - how to sell or refi.
11/30/2021
#283 Real estate in trust - how to sell or refi.
Real estate in trust - how to sell or refi. -- 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 (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. -- Instagram = https://instagram.com/cmslawfirm Facebook = https://www.facebook.com/cmslawfirm/ Podcast = https://cmslawfirm.com/podcast LinkedIn = https://linkedin.com/in/smallchristopher
/episode/index/show/estateplanningdaily/id/21327785
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#283 Real estate in trust - how to sell or refi.
11/30/2021
#283 Real estate in trust - how to sell or refi.
Real estate in trust - how to sell or refi. -- 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 (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. -- Instagram = https://instagram.com/cmslawfirm Facebook = https://www.facebook.com/cmslawfirm/ Podcast = https://cmslawfirm.com/podcast LinkedIn = https://linkedin.com/in/smallchristopher
/episode/index/show/estateplanningdaily/id/21327782
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#282 Estate Taxes and the Unlimited Marital Deduction.
11/16/2021
#282 Estate Taxes and the Unlimited Marital Deduction.
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. 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. -- Instagram = https://instagram.com/cmslawfirm Facebook = https://www.facebook.com/cmslawfirm/ Podcast = https://cmslawfirm.com/podcast LinkedIn = https://linkedin.com/in/smallchristopher
/episode/index/show/estateplanningdaily/id/21183266
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#281 Foreign Assets and US Estate Planning.
11/15/2021
#281 Foreign Assets and US Estate Planning.
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 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. -- Instagram = https://instagram.com/cmslawfirm Facebook = https://www.facebook.com/cmslawfirm/ Podcast = https://cmslawfirm.com/podcast LinkedIn = https://linkedin.com/in/smallchristopher
/episode/index/show/estateplanningdaily/id/21170792
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#280 What is a QTIP Trust and Can It Help With Estate Taxes?
11/09/2021
#280 What is a QTIP Trust and Can It Help With Estate Taxes?
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. 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. -- Instagram = https://instagram.com/cmslawfirm Facebook = https://www.facebook.com/cmslawfirm/ Podcast = https://cmslawfirm.com/podcast LinkedIn = https://linkedin.com/in/smallchristopher
/episode/index/show/estateplanningdaily/id/21103394
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#279 Update on Biden’s Proposed Estate Tax Law Changes
11/02/2021
#279 Update on Biden’s Proposed Estate Tax Law Changes
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. 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. -- Instagram = https://instagram.com/cmslawfirm Facebook = https://www.facebook.com/cmslawfirm/ Podcast = https://cmslawfirm.com/podcast LinkedIn = https://linkedin.com/in/smallchristopher
/episode/index/show/estateplanningdaily/id/21025997
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#278 How to Give Retirement Accounts to Charity the Right Way
10/26/2021
#278 How to Give Retirement Accounts to Charity the Right Way
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 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. -- Instagram = https://instagram.com/cmslawfirm Facebook = https://www.facebook.com/cmslawfirm/ Podcast = https://cmslawfirm.com/podcast LinkedIn = https://linkedin.com/in/smallchristopher
/episode/index/show/estateplanningdaily/id/20945915
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#277 | What is a Ladybird Deed
10/12/2021
#277 | What is a Ladybird Deed
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 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. -- Instagram = https://instagram.com/cmslawfirm Facebook = https://www.facebook.com/cmslawfirm/ Podcast = https://cmslawfirm.com/podcast LinkedIn = https://linkedin.com/in/smallchristopher
/episode/index/show/estateplanningdaily/id/20791595
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#276 Trust Distributions Gone Wrong
10/08/2021
#276 Trust Distributions Gone Wrong
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 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. -- Instagram = https://instagram.com/cmslawfirm Facebook = https://www.facebook.com/cmslawfirm/ Podcast = https://cmslawfirm.com/podcast LinkedIn = https://linkedin.com/in/smallchristopher
/episode/index/show/estateplanningdaily/id/20755379
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#275 The Info Source Matters
09/30/2021
#275 The Info Source Matters
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 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. -- Instagram = https://instagram.com/cmslawfirm Facebook = https://www.facebook.com/cmslawfirm/ Podcast = https://cmslawfirm.com/podcast LinkedIn = https://linkedin.com/in/smallchristopher
/episode/index/show/estateplanningdaily/id/20661326
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#274 Business Succession Planning 101
09/29/2021
#274 Business Succession Planning 101
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 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. -- Instagram = https://instagram.com/cmslawfirm Facebook = https://www.facebook.com/cmslawfirm/ Podcast = https://cmslawfirm.com/podcast LinkedIn = https://linkedin.com/in/smallchristopher
/episode/index/show/estateplanningdaily/id/20646617
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#273 Right Place Wrong Time
09/27/2021
#273 Right Place Wrong Time
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 (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. -- Instagram = https://instagram.com/cmslawfirm Facebook = https://www.facebook.com/cmslawfirm/ Podcast = https://cmslawfirm.com/podcast LinkedIn = https://linkedin.com/in/smallchristopher
/episode/index/show/estateplanningdaily/id/20614019
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#272 How to Choose a Trustee
09/23/2021
#272 How to Choose a Trustee
How to Choose a Trustee -- 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 (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. -- Instagram = https://instagram.com/cmslawfirm Facebook = https://www.facebook.com/cmslawfirm/ Podcast = https://cmslawfirm.com/podcast LinkedIn = https://linkedin.com/in/smallchristopher
/episode/index/show/estateplanningdaily/id/20578841
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#271 Green Card Holders and Probate
09/21/2021
#271 Green Card Holders and Probate
Green Card Holders and 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: 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 (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. -- Instagram = https://instagram.com/cmslawfirm Facebook = https://www.facebook.com/cmslawfirm/ Podcast = https://cmslawfirm.com/podcast LinkedIn = https://linkedin.com/in/smallchristopher
/episode/index/show/estateplanningdaily/id/20551511
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#270 Avoid the Estate Planning Rabbit Hole
09/14/2021
#270 Avoid the Estate Planning Rabbit Hole
Avoid the Estate Planning Rabbit Hole -- 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 (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. -- Instagram = https://instagram.com/cmslawfirm Facebook = https://www.facebook.com/cmslawfirm/ Podcast = https://cmslawfirm.com/podcast LinkedIn = https://linkedin.com/in/smallchristopher
/episode/index/show/estateplanningdaily/id/20470697
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#269 How to Dispose of Old Estate Planning Docs
09/10/2021
#269 How to Dispose of Old Estate Planning Docs
How to Dispose of Old Estate Planning Docs -- 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 (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. -- Instagram = https://instagram.com/cmslawfirm Facebook = https://www.facebook.com/cmslawfirm/ Podcast = https://cmslawfirm.com/podcast LinkedIn = https://linkedin.com/in/smallchristopher
/episode/index/show/estateplanningdaily/id/20433344
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#268 Revocable Living Trust Maintenance Fees
09/03/2021
#268 Revocable Living Trust Maintenance Fees
Revocable Living Trust Maintenance Fees -- 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 (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. -- Instagram = https://instagram.com/cmslawfirm Facebook = https://www.facebook.com/cmslawfirm/ Podcast = https://cmslawfirm.com/podcast LinkedIn = https://linkedin.com/in/smallchristopher
/episode/index/show/estateplanningdaily/id/20361185
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#267 Life Insurance and Estate Taxes
09/01/2021
#267 Life Insurance and Estate Taxes
Life Insurance and 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. 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. -- Instagram = https://instagram.com/cmslawfirm Facebook = https://www.facebook.com/cmslawfirm/ Podcast = https://cmslawfirm.com/podcast LinkedIn = https://linkedin.com/in/smallchristopher
/episode/index/show/estateplanningdaily/id/20336420
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#266 How Do You Close a Trust?
08/25/2021
#266 How Do You Close a Trust?
How Do You Close 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 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 (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. -- Instagram = https://instagram.com/cmslawfirm Facebook = https://www.facebook.com/cmslawfirm/ Podcast = https://cmslawfirm.com/podcast LinkedIn = https://linkedin.com/in/smallchristopher
/episode/index/show/estateplanningdaily/id/20260010
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#265 Can You Put Extra Assets Into a Trust?
08/17/2021
#265 Can You Put Extra Assets Into a Trust?
Can You Put Extra Assets Into 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 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 (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. -- Instagram = https://instagram.com/cmslawfirm Facebook = https://www.facebook.com/cmslawfirm/ Podcast = https://cmslawfirm.com/podcast LinkedIn = https://linkedin.com/in/smallchristopher
/episode/index/show/estateplanningdaily/id/20172611
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#264 Power of Attorney vs Executor
08/13/2021
#264 Power of Attorney vs Executor
Power of Attorney vs Executor -- 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 (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. -- Instagram = https://instagram.com/cmslawfirm Facebook = https://www.facebook.com/cmslawfirm/ Podcast = https://cmslawfirm.com/podcast LinkedIn = https://linkedin.com/in/smallchristopher
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#263 Does Marriage Affect Estate Planning?
08/12/2021
#263 Does Marriage Affect Estate Planning?
Does Marriage Affect 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 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. -- Instagram = https://instagram.com/cmslawfirm Facebook = https://www.facebook.com/cmslawfirm/ Podcast = https://cmslawfirm.com/podcast LinkedIn = https://linkedin.com/in/smallchristopher
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#262 Inheritances and Taxes
08/10/2021
#262 Inheritances and Taxes
Inheritances and 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. 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. -- Instagram = https://instagram.com/cmslawfirm Facebook = https://www.facebook.com/cmslawfirm/ Podcast = https://cmslawfirm.com/podcast LinkedIn = https://linkedin.com/in/smallchristopher
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#261 What Happens if You Die Without a Will
08/05/2021
#261 What Happens if You Die Without a Will
What Happens if You Die Without a Will -- 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 (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. -- Instagram = https://instagram.com/cmslawfirm Facebook = https://www.facebook.com/cmslawfirm/ Podcast = https://cmslawfirm.com/podcast LinkedIn = https://linkedin.com/in/smallchristopher
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#260 How to Own Real Estate Anonymously
07/30/2021
#260 How to Own Real Estate Anonymously
How to Own Real Estate Anonymously -- 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 (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. -- Instagram = https://instagram.com/cmslawfirm Facebook = https://www.facebook.com/cmslawfirm/ Podcast = https://cmslawfirm.com/podcast LinkedIn = https://linkedin.com/in/smallchristopher
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#259 Tax Implications of Gifting Real Estate
07/29/2021
#259 Tax Implications of Gifting Real Estate
Tax Implications of Gifting Real Estate -- 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 (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. -- Instagram = https://instagram.com/cmslawfirm Facebook = https://www.facebook.com/cmslawfirm/ Podcast = https://cmslawfirm.com/podcast LinkedIn = https://linkedin.com/in/smallchristopher
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#258 Where Should I Store My Estate Plan
07/20/2021
#258 Where Should I Store My Estate Plan
Where Should I Store 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://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 (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. -- Instagram = https://instagram.com/cmslawfirm Facebook = https://www.facebook.com/cmslawfirm/ Podcast = https://cmslawfirm.com/podcast LinkedIn = https://linkedin.com/in/smallchristopher
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#257 Why Would a Single Person Want a Trust
07/16/2021
#257 Why Would a Single Person Want a Trust
Why Would a Single Person Want 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 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 (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. -- Instagram = https://instagram.com/cmslawfirm Facebook = https://www.facebook.com/cmslawfirm/ Podcast = https://cmslawfirm.com/podcast LinkedIn = https://linkedin.com/in/smallchristopher
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#256 It’s Not Your Money
07/13/2021
#256 It’s Not Your Money
It’s Not Your Money -- 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 (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. -- Instagram = https://instagram.com/cmslawfirm Facebook = https://www.facebook.com/cmslawfirm/ Podcast = https://cmslawfirm.com/podcast LinkedIn = https://linkedin.com/in/smallchristopher
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