818 episodios

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.

Estate Planning Strategies Christopher Small

    • Educación

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.

    Should you put rental properties in separate LLCs and separate trusts?

    Should you put rental properties in separate LLCs and separate trusts?

    Rental property and asset protection.

    There is a theory out there that for every rental property you own you should have a separate trust AND a separate LLC.

    Is that right?

    Find out here.

    #estateplanning #trusts #realestate #attorneysoftiktok #LLC #assetprotection #landtrust #cmslawfirm

    • 6 min
    Estate planning attorney hiring guide.

    Estate planning attorney hiring guide.

    Here’s how to hire an estate planning attorney that will do great work for you.


    #estateplanning #trusts #realestate #estateplanningattorneys #legacy #wealth #estatetaxes #medicaidplanning #medicaid #cmslawfirm

    • 2 min
    Divorcing? You MUST update your estate plan.

    Divorcing? You MUST update your estate plan.

    If you die while in the process of divorcing, your future ex-spouse could get EVERYTHING. Here’s how to prevent that.

    #estateplanning #trusts #realestate #estateplanningattorneys #legacy #wealth #estatetaxes #medicaidplanning #medicaid #cmslawfirm

    • 2 min
    What to do if your estate planning attorney retires.

    What to do if your estate planning attorney retires.

    There are a bunch of old estate planning lawyers out there retiring. Here’s what to do if yours does.

    #estateplanning #trusts #realestate #estateplanningattorneys #legacy #wealth #estatetaxes #medicaidplanning #medicaid #cmslawfirm

    • 1m
    House in Trust: When Does the Step-Up Occur?

    House in Trust: When Does the Step-Up Occur?

    When you put a house into a revocable living trust, you can get a step-up on a tax basis. If you’re married and in a community property state like Washington, you get this benefit twice. When the first spouse dies, the house receives a step-up in basis to the current market value. When the surviving spouse dies, you get a second step-up in basis to the market value at that time.

    A revocable trust isn’t its entity while the trustors are alive, so it uses their social security numbers for tax purposes, allowing for the step-up in basis at each death.

    If you need help, we’d love to discuss how you can protect your family, yourself, and your money.

    Getting started is easy. Get a free strategy session by clicking the link - https://cmslawfirm.com.

    Talk to you soon!

    #estateplanning #probate #trusts #realestate #inheritanceplanning #legaladvice #cmslawfirm #familyestate #willplanning #estatelaw

    • 1m
    Why Probate Sucks and How to Avoid It

    Why Probate Sucks and How to Avoid It

    Probate is the legal process of transferring assets after death. It can be costly, time-consuming, and frustrating.

    The good news is that avoiding probate is easier than you think! With proper estate planning, such as updating beneficiary designations and creating a revocable trust, you can ensure a smooth transfer of your assets without the hassle.

    If you need help, we’d love to discuss how you can protect your family, yourself, and your money.

    Getting started is easy. Get a free strategy session by clicking the link - https://cmslawfirm.com.

    Talk to you soon!

    #estateplanning #probate #trusts #realestate #inheritanceplanning #legaladvice #cmslawfirm #familyestate #willplanning #estatelaw

    • 3 min

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