247 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
    • 4.1 • 24 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.

    #282 Estate Taxes and the Unlimited Marital Deduction.

    #282 Estate Taxes and the Unlimited Marital Deduction.

    Estate Taxes and the Unlimited Marital Deduction.
    --
    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
    #281 Foreign Assets and US Estate Planning.

    #281 Foreign Assets and US Estate Planning.

    Foreign Assets and US Estate Planning
    --
    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
    #280 What is a QTIP Trust and Can It Help With Estate Taxes?

    #280 What is a QTIP Trust and Can It Help With Estate Taxes?

    What is a QTIP Trust and Can It Help With 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

    • 7 min
    #279 Update on Biden’s Proposed Estate Tax Law Changes

    #279 Update on Biden’s Proposed Estate Tax Law Changes

    Update on Biden’s Proposed Estate Tax Law Changes.
    --
    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

    • 6 min
    #278 How to Give Retirement Accounts to Charity the Right Way

    #278 How to Give Retirement Accounts to Charity the Right Way

    How to Give Retirement Accounts to Charity the Right Way
    --
    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

    • 6 min
    #277 | What is a Ladybird Deed

    #277 | What is a Ladybird Deed

    What is a Ladybird Deed
    --
    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

Customer Reviews

4.1 out of 5
24 Ratings

24 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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