605 episodes
Estate Planning Strategies Christopher Small
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- Education
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4.3 • 37 Ratings
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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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PSA from Sheriff Chris.
PSA from Sheriff Chris.
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! -
Client Profile #178 | Married - No Kids - Pets - Charity.
Client Profile #178 | Married - No Kids - Pets - Charity.
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!
#estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate -
You don’t need creative asset protection.
You don’t need creative asset protection.
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! -
Am I the owner of a rental house that I put into an LLC and then into a revocable trust?
Am I the owner of a rental house that I put into an LLC and then into a revocable trust?
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! -
What is the purpose of a generation skipping trust?
What is the purpose of a generation skipping trust?
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! -
Specificity in your estate plan is REALLY important.
Specificity in your estate plan is REALLY important.
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!
#estateplanningattorney #probatelawyer #family #money #estatetaxes #wealth #kids #taxes #realestate
Customer Reviews
Wonderful and very specific
I am a young attorney who practices law in PA. While I lean on accountants and financial advisors, I’m learning as issues arise. Christopher shares his decades of expertise by answering many of my specific questions. I recommend this podcast for any estate planning or estate administration attorney and paralegal.
Short and straight to the point
Informative
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.
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