829 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.

    Trust assets and taxes explained.

    Trust assets and taxes explained.

    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
    What does a revocable living trust do?

    What does a revocable living trust do?

    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
    Probate alternatives.

    Probate alternatives.

    Probate alternatives.

    At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect your family, protect yourself, and protect your money.

    Good news for you is, that’s easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession.

    Talk to you soon!

    • 3 min
    How to pick a great Trustee.

    How to pick a great Trustee.

    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/

    • 5 min
    How to keep your house in the family FOREVER.

    How to keep your house in the family FOREVER.

    How to keep your house in the family FOREVER.

    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
    Beneficiary designation vs. Trust - here’s who wins.

    Beneficiary designation vs. Trust - here’s who wins.

    Beneficiary designation vs. Trust - here_s who wins.

    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

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