820 episodes

Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.

Estate Planning Strategies Christopher Small

    • Education

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.

    How to transfer an inherited IRA to your own IRA.

    How to transfer an inherited IRA to your own IRA.

    How to transfer an inherited IRA to your own IRA.

    We do estate planning. We do probate. We do it well.

    If you are in Washington State and need help, you can get a free strategy session here -> https://cmslawfirm.com/

    • 1 min
    Should you worry about the government taking all of your property when you die?

    Should you worry about the government taking all of your property when you die?

    The government is a small player with a BIG role in your estate planning. Here’s the inside scoop.

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

    • 1 min
    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

    • 1 min

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