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Estate Planning Strategies

Estate Planning Strategies

1,230 episodes — Page 17 of 25

Best trust distribution schedule.

Best trust distribution schedule. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate

Apr 18, 202310 min

What does it mean to have a clean title?

What does it mean to have a clean title? If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate

Apr 17, 20231 min

Your kids are not going to do what you want.

Your kids are not going to do what you want. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate

Apr 14, 20231 min

Should you move your rental house into an LLC?

Should you move your rental house into an LLC? If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate

Apr 13, 20231 min

Alternatives to putting rental house into an LLC.

Alternatives to putting rental house into an LLC. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate

Apr 12, 20231 min

Never put your personal residence into an LLC.

Never put your personal residence into an LLC. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate

Apr 11, 20231 min

No testamentary trusts for minor children.

No testamentary trusts for minor children. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate

Apr 11, 20234 min

The state does not get your property under any circumstance.

The state does not get your property under any circumstance. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate

Apr 10, 20231 min

An estate plan 99 percent of the way done is 0 percent of the way done.

An estate plan 99 percent of the way done is 0 percent of the way done. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate

Apr 7, 20231 min

Can the bank call the loan if you put your house in a trust?

Can the bank call the loan if you put your house in a trust? If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate

Apr 6, 20231 min

You are not going to lose your house by putting it into a revocable trust.

You are not going to lose your house by putting it into a revocable trust. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate

Apr 5, 20231 min

How to leave one house to many people without causing problems?

How to leave one house to many people without causing problems? If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate

Apr 4, 20231 min

Spouse dies and is on the deed - What should you do?

Spouse dies and is on the deed - What should you do? If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate

Apr 4, 20234 min

If you do nothing else with estate planning do this.

If you do nothing else with estate planning do this. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate

Apr 3, 20231 min

Leaving money to friends or family for your kids is a terrible idea.

Leaving money to friends or family for your kids is a terrible idea. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate

Mar 31, 20231 min

How to avoid capital gains tax?

How to avoid capital gains tax? If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate

Mar 24, 20231 min

The wrong way to make estate plan changes.

The wrong way to make estate plan changes. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate

Mar 23, 20231 min

Should you put your car in your revocable trust?

Should you put your car in your revocable trust? If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate

Mar 22, 20231 min

The perfect trust distribution schedule for kids.

The perfect trust distribution schedule for kids. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate

Mar 21, 20234 min

Should you include foreign property in your US estate plan?

Should you include foreign property in your US estate plan? If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate

Mar 21, 20231 min

Tax rules for inherited 401Ks.

Tax rules for inherited 401Ks. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate

Mar 20, 20231 min

The perfect kid trust distribution schedule.

The perfect kid trust distribution schedule. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate

Mar 17, 20231 min

Are you in a community property state? Did your marriage end? Here's a sneaky tip to escape sharing

Are you in a community property state? Did your marriage end? Here's a sneaky tip to escape sharing with an ex🫣🤫 -- 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/​ #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth

Mar 16, 20231 min

What do revocable living trusts provide?

What do revocable living trusts provide? Warning! Revocable living trusts do NOT provide asset protection. What can they provide? Let's talk about it. -- 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/​ #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth

Mar 15, 20231 min

Just because they say you need probate doesn't mean you need. Here are some sneaky tips.

Just because they say you need probate doesn't mean you need. Here are some sneaky tips. -- 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/​ #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth

Mar 14, 20231 min

There is no such thing as right or wrong in estate planning.

There is no such thing as right or wrong in 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… 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/​ #estateplanning #probate #family #money #lawyer #attorney #medicaid #taxes

Mar 13, 20231 min

The downside of medicaid trusts.

The downside of medicaid trusts. -- 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/​ #estateplanning #probate #family #money #lawyer #attorney #medicaid #taxes

Mar 8, 20231 min

If your estate planning attorney suggests anything that requires probate, they're taking your money

If your estate planning attorney suggests anything that requires probate, theyre taking youre money twice, and you're a sucker. -- 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/​

Mar 2, 20231 min

What is probate? Why do people hate it? All of your answers here!

What is probate? Why do people hate it? All of your answers here! -- 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/​ #estateplanning #probate #family #money #lawyer #attorney #medicaid #taxes

Mar 1, 20232 min

What is in a foundational estate plan?

What is in a foundational estate plan? -- 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/​ #estateplanning #probate #family #money #lawyer #attorney #medicaid #taxes

Mar 1, 20234 min

How to find a dead person's social security number

Searching for a dead person's social security number can be a tedious struggle. Listen up to avoid this problem! -- 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/​ #estateplanning #probate #family #money #lawyer #attorney #medicaid #taxes

Feb 24, 20231 min

In estate planning, fairness doesn't exist. It's your money, your life, and you should give your mon

In estate planning, fairness doesn't exist. It's your money, your life, and you should give your money to whomever you want. Don't succumb to the pressure. 👊 -- 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/​ #estateplanning #probate #family #money #lawyer #attorney #medicaid #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… 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/​ #estateplanning #probate #family #money #lawyer #attorney #medicaid #taxes

Feb 23, 20231 min

#359 3 ways to contest a will or trust

3 ways to contest a will or 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​​​​​​​

Feb 22, 20231 min

Estate Planning 101 - Generation Skipping Transfer

Estate Planning 101 - Generation Skipping Transfer -- 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/​

Feb 21, 20235 min

A ninja way to create generational wealth.

A ninja way to create generational wealth. -- 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/​ #estateplanning #probate #family #money #lawyer #attorney #medicaid #taxes

Feb 20, 20233 min

Don't Add Your Kids Onto Your Bank Account for Estate Planning

Don't Add Your Kids Onto Your Bank Account -- 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​​​​​​​

Feb 19, 20232 min

How do you find a dead persons social security number?

How do you find a dead persons social security number? -- 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​​​​​​​

Feb 17, 20231 min

How to REALLY get privacy out of your trust.

How to REALLY get privacy out of your 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​​​​​​​

Feb 16, 20231 min

What is spindrift clause?

What is spindrift clause? -- 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​​​​​​​

Feb 16, 20231 min

Why does a trust need a name?

Why does a trust need a name? -- 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​​​​​​​

Feb 15, 20231 min

Domestic asset protection trusts are worthless.

Domestic asset protection trusts are worthless. -- 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​​​​​​​

Feb 13, 20231 min

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​​​​​​​

Feb 10, 20231 min

Revocable living trust does NOT provide asset protection.

Revocable living trust does NOT provide asset protection. -- 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​​​​​​​

Feb 9, 20231 min

Probate isn't always the answer.

Probate isn't always the answer. -- 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​​​​​​​

Feb 8, 20231 min

Paying gift taxes is hard.

Paying gift taxes is hard. -- 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​​​​​​​

Feb 7, 20231 min

Estate planning and inherited IRAs.

Estate planning and inherited IRAs. -- 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​​​​​​​

Feb 3, 20231 min

There is no step up in basis on an IRA when you die.

There is no step up in basis on an IRA when you die. -- 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​​​​​​​

Feb 1, 20231 min

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​​​​​​​

Feb 1, 20231 min

How to double state tax exemption in Washington.

How to double state tax exemption in Washington. -- 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​​​​​​​

Jan 25, 20231 min

Easiest way to mess up your estate plan.

Easiest way to mess up your estate plan. -- 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​​​​​​​

Jan 24, 20231 min