779 episodes
Estate Planning Strategies Christopher Small
-
- Education
-
-
4.3 • 38 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.
-
What to do when family members steal after death?
What to do when family members steal after death?
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! -
The worst way to transfer assets to your minor children.
The worst way to transfer assets to your minor children.
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 -
What is the best way to leave your house to your kids when it’s paid off?
What is the best way to leave your house to your kids when it’s paid off?
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 happens if you name Donald Trump as your executor?
What happens if you name Donald Trump as your executor?
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 -
Trust question - what is the merger doctrine?
Trust question - what is the merger doctrine?
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! -
How to sell a house with a mortgage on it.
How to sell a house with a mortgage on it.
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.
Top Podcasts In Education
You Might Also Like