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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#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
/episode/index/show/estateplanningdaily/id/20133281
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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
/episode/index/show/estateplanningdaily/id/20121770
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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
/episode/index/show/estateplanningdaily/id/20096225
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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
/episode/index/show/estateplanningdaily/id/20047067
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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
/episode/index/show/estateplanningdaily/id/19982369
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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
/episode/index/show/estateplanningdaily/id/19970933
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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
/episode/index/show/estateplanningdaily/id/19870955
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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
/episode/index/show/estateplanningdaily/id/19833662
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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
/episode/index/show/estateplanningdaily/id/19796918
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#255 Gifting in Washington State.
07/08/2021
#255 Gifting in Washington State.
Gifting in Washington State -- 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/19746986
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#254 How Can You Be Sure the Trustee is Doing Their Job
07/02/2021
#254 How Can You Be Sure the Trustee is Doing Their Job
How Can You Be Sure the Trustee is Doing Their Job -- 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/19687076
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#253 How Long do You have to Contest a Will
07/01/2021
#253 How Long do You have to Contest a Will
How Long do You have to Contest 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
/episode/index/show/estateplanningdaily/id/19674746
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#252 Estate Planning for Non-Married Couples
06/30/2021
#252 Estate Planning for Non-Married Couples
Estate Planning for Non-Married Couples -- 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/19660007
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#251 What if an Heir Dies While Probate Still Ongoing
06/25/2021
#251 What if an Heir Dies While Probate Still Ongoing
What if an Heir Dies While Probate Still Ongoing -- 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/19606955
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#250 What is a Dynasty Trust?
06/23/2021
#250 What is a Dynasty Trust?
What is a Dynasty 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/19581020
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#249 Are Mutual Wills a Good Idea?
06/22/2021
#249 Are Mutual Wills a Good Idea?
Are Mutual Wills a Good Idea? 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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#248 | General Power of Appointment vs Limited Power of Appointment
06/16/2021
#248 | General Power of Appointment vs Limited Power of Appointment
General Power of Appointment vs Limited Power of Appointment -- 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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#247 Can a Joint Account Holder Change a Pay on Death Designation?
06/09/2021
#247 Can a Joint Account Holder Change a Pay on Death Designation?
Can a Joint Account Holder Change a Pay on Death Designation? -- 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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#246 Do Revocable and Irrevocable Trusts Work Together?
06/08/2021
#246 Do Revocable and Irrevocable Trusts Work Together?
Do Revocable and Irrevocable Trusts Work Together? -- 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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#245 When Someone Dies do You HAVE to Liquidate Investments?
06/07/2021
#245 When Someone Dies do You HAVE to Liquidate Investments?
When Someone Dies do You HAVE to Liquidate Investments? -- 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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#244 Should You be Worried About Biden’s Estate Tax Proposal?
06/03/2021
#244 Should You be Worried About Biden’s Estate Tax Proposal?
Should You be Worried About Biden’s Estate Tax Proposal? -- 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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#243 Hold Property in Joint Tenancy or Tenants in Common
06/02/2021
#243 Hold Property in Joint Tenancy or Tenants in Common
Hold Property in Joint Tenancy or Tenants in Common -- 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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#242 What Happens with an IRA that goes through Probate?
05/28/2021
#242 What Happens with an IRA that goes through Probate?
What Happens with an IRA that goes through 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
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#241 Is Do Not Resuscitate Part of Estate Planning?
05/26/2021
#241 Is Do Not Resuscitate Part of Estate Planning?
Is Do Not Resuscitate Part of 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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