Estate Planning Strategies

Estate Planning Strategies

Podkast av Christopher Small

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3 Måneder for 9,00 kr

Deretter 99,00 kr / MånedAvslutt når som helst.

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Rated 4.7 in the App Store

Les mer Estate Planning Strategies

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

1031 Episoder
episode A Bolt-On WA State Estate Tax Strategy. artwork
A Bolt-On WA State Estate Tax Strategy.

A Bolt-On WA State Estate Tax Strategy. 🔥 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.

07. juli 2025 - 50 s
episode An Estate Planning Lesson from Jimmy Buffett. artwork
An Estate Planning Lesson from Jimmy Buffett.

An Estate Planning Lesson from Jimmy Buffett. 🔥 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.

06. juli 2025 - 56 s
episode A Sneaky WA State Estate Tax Strategy. artwork
A Sneaky WA State Estate Tax Strategy.

A Sneaky WA State Estate Tax Strategy. 🔥 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.

05. juli 2025 - 46 s
episode A Simple Irrevocable Trust WA State Estate Tax Strategy. artwork
A Simple Irrevocable Trust WA State Estate Tax Strategy.

A Simple Irrevocable Trust WA State Estate Tax Strategy. 🔥 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.

04. juli 2025 - 53 s
episode Attention! New Inherited IRA Rules. artwork
Attention! New Inherited IRA Rules.

Attention! New Inherited IRA Rules. 🔥 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.

03. juli 2025 - 50 s
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Rated 4.7 in the App Store

Tidsbegrenset tilbud

3 Måneder for 9,00 kr

Deretter 99,00 kr / MånedAvslutt når som helst.

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