358 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
    • 4.3 • 35 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.

    #485 | Easy way to find out if your estate planning attorney sucks.

    #485 | Easy way to find out if your estate planning attorney sucks.

    Easy way to find out if your estate planning attorney sucks.

    --
    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…

    PS - It would mean the world to me if you hit the subscribe button. 🙂

    PPS - if you WOULD like to chat for free about estate planning or probate, just go here - https://cmslawfirm.com

    =======================

    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.

    =======================

    tiktok = https://tiktok.com/estateplanattorney
    Instagram = https://instagram.com/cmslawfirm​​​​​...
    Facebook = https://www.facebook.com/cmslawfirm/​
    Podcast = https://cmslawfirm.com/podcast​​​​​​​

    • 1 min
    #484 | How trusts are taxed.

    #484 | How trusts are taxed.

    How trusts are taxed.

    --
    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…

    PS - It would mean the world to me if you hit the subscribe button. 🙂

    PPS - if you WOULD like to chat for free about estate planning or probate, just go here - https://cmslawfirm.com

    =======================

    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.

    =======================

    tiktok = https://tiktok.com/estateplanattorney
    Instagram = https://instagram.com/cmslawfirm​​​​​...
    Facebook = https://www.facebook.com/cmslawfirm/​
    Podcast = https://cmslawfirm.com/podcast​​​​​​​

    • 1 min
    #482 | Why a will always goes with a trust.

    #482 | Why a will always goes with a trust.

    Why a will always goes with a 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…

    PS - It would mean the world to me if you hit the subscribe button. 🙂

    PPS - if you WOULD like to chat for free about estate planning or probate, just go here - https://cmslawfirm.com

    =======================

    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.

    =======================

    tiktok = https://tiktok.com/estateplanattorney
    Instagram = https://instagram.com/cmslawfirm​​​​​...
    Facebook = https://www.facebook.com/cmslawfirm/​
    Podcast = https://cmslawfirm.com/podcast​​​​​​​

    • 1 min
    #481 | What should you name your revocable trust?

    #481 | What should you name your revocable trust?

    What should you name your revocable 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…

    PS - It would mean the world to me if you hit the subscribe button. 🙂

    PPS - if you WOULD like to chat for free about estate planning or probate, just go here - https://cmslawfirm.com

    =======================

    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.

    =======================

    tiktok = https://tiktok.com/estateplanattorney
    Instagram = https://instagram.com/cmslawfirm​​​​​...
    Facebook = https://www.facebook.com/cmslawfirm/​
    Podcast = https://cmslawfirm.com/podcast​​​​​​​

    • 1 min
    #480 | What is an irrevocable asset protection trust?

    #480 | What is an irrevocable asset protection trust?

    What is an irrevocable asset protection 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…

    PS - It would mean the world to me if you hit the subscribe button. 🙂

    PPS - if you WOULD like to chat for free about estate planning or probate, just go here - https://cmslawfirm.com

    =======================

    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.

    =======================

    tiktok = https://tiktok.com/estateplanattorney
    Instagram = https://instagram.com/cmslawfirm​​​​​...
    Facebook = https://www.facebook.com/cmslawfirm/​
    Podcast = https://cmslawfirm.com/podcast​​​​​​​

    • 1 min
    #479 | More fun IRA death facts.

    #479 | More fun IRA death facts.

    More fun IRA death facts.

    --
    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…

    PS - It would mean the world to me if you hit the subscribe button. 🙂

    PPS - if you WOULD like to chat for free about estate planning or probate, just go here - https://cmslawfirm.com

    =======================

    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.

    =======================

    tiktok = https://tiktok.com/estateplanattorney
    Instagram = https://instagram.com/cmslawfirm​​​​​...
    Facebook = https://www.facebook.com/cmslawfirm/​
    Podcast = https://cmslawfirm.com/podcast​​​​​​​

    • 1 min

Customer Reviews

4.3 out of 5
35 Ratings

35 Ratings

LawDog54 ,

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.

podcasta-nista ,

Short and straight to the point

Informative

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.

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