258 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
    • 4.2 • 28 Ratings

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.

    #292 How to gift to reduce estate taxes

    #292 How to gift to reduce estate taxes

    How to gift to reduce 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

    • 4 min
    #291 Why are revocable living trusts so long?

    #291 Why are revocable living trusts so long?

    Why are revocable living trusts so long?
    --
    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

    • 4 min
    #290 3 reasons not to leave your kids an inheritance

    #290 3 reasons not to leave your kids an inheritance

    3 reasons not to leave your kids an inheritance
    --
    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

    • 5 min
    #289 Credit Shelter Trust in Pictures

    #289 Credit Shelter Trust in Pictures

    Credit Shelter Trust in Pictures
    --
    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

    • 8 min
    #288 Welcome to 2022!

    #288 Welcome to 2022!

    Welcome to 2022!
    --
    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.

    • 4 min
    #287 How to Fund a Testamentary Trust

    #287 How to Fund a Testamentary Trust

    How to Fund a Testamentary 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

    • 5 min

Customer Reviews

4.2 out of 5
28 Ratings

28 Ratings

mae428 ,

Love the podcast

As a new attorney in the field of estate planning, I appreciate how he covers a variety of issues that arise in his practice. Very informative.

planner nc ,

Volume

Love the content however I have to really turn up the volume to listen and then when the next podcast starts the volume is way loud and I almost jump out of my seat.

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