Estate Planning Strategies

Estate Planning Strategies

Podcast af Christopher Small

Prøv gratis i 7 dage

99 kr. / måned efter prøveperioden.Ingen binding.

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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.

Alle episoder

1057 episoder
episode 4 Advanced WA State Estate Tax Strategies artwork
4 Advanced WA State Estate Tax Strategies

4 Advanced WA State Estate Tax Strategies 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a great price. Law firms historically have a terrible reputation for service. It takes forever to talk to someone. It takes forever to get work done. And it seems like it costs 10 times what it should. That’s not how we operate. We’re really good at what we do because we only focus on one thing. We get our work done on time because we have great systems and great people. And we do it on budget because we work on a flat fee - you know exactly what the investment is before we start. If that sounds like the type of people you’d like to work with on your estate plan, we’d love to chat with you.

28. aug. 2025 - 5 min
episode The CMS Estate Planning Process Step-by-Step artwork
The CMS Estate Planning Process Step-by-Step

The CMS Estate Planning Process Step-by-Step 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a great price. Law firms historically have a terrible reputation for service. It takes forever to talk to someone. It takes forever to get work done. And it seems like it costs 10 times what it should. That’s not how we operate. We’re really good at what we do because we only focus on one thing. We get our work done on time because we have great systems and great people. And we do it on budget because we work on a flat fee - you know exactly what the investment is before we start. If that sounds like the type of people you’d like to work with on your estate plan, we’d love to chat with you.

26. aug. 2025 - 5 min
episode $8 Million Dollar Estate Plan Review artwork
$8 Million Dollar Estate Plan Review

$8 Million Dollar Estate Plan Review 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a great price. Law firms historically have a terrible reputation for service. It takes forever to talk to someone. It takes forever to get work done. And it seems like it costs 10 times what it should. That’s not how we operate. We’re really good at what we do because we only focus on one thing. We get our work done on time because we have great systems and great people. And we do it on budget because we work on a flat fee - you know exactly what the investment is before we start. If that sounds like the type of people you’d like to work with on your estate plan, we’d love to chat with you.

25. aug. 2025 - 7 min
episode What is Support and Maintenance in a Revocable Living Trust? artwork
What is Support and Maintenance in a Revocable Living Trust?

What is Support and Maintenance in a Revocable Living Trust? 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a great price. Law firms historically have a terrible reputation for service. It takes forever to talk to someone. It takes forever to get work done. And it seems like it costs 10 times what it should. That’s not how we operate. We’re really good at what we do because we only focus on one thing. We get our work done on time because we have great systems and great people. And we do it on budget because we work on a flat fee - you know exactly what the investment is before we start. If that sounds like the type of people you’d like to work with on your estate plan, we’d love to chat with you.

23. aug. 2025 - 1 min
episode Don’t Give Your House to Your Kids - Do THIS Instead. artwork
Don’t Give Your House to Your Kids - Do THIS Instead.

Don’t Give Your House to Your Kids - Do THIS Instead. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a great price. Law firms historically have a terrible reputation for service. It takes forever to talk to someone. It takes forever to get work done. And it seems like it costs 10 times what it should. That’s not how we operate. We’re really good at what we do because we only focus on one thing. We get our work done on time because we have great systems and great people. And we do it on budget because we work on a flat fee - you know exactly what the investment is before we start. If that sounds like the type of people you’d like to work with on your estate plan, we’d love to chat with you.

22. aug. 2025 - 42 s
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