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Estate Planning Strategies

Estate Planning Strategies

1,230 episodes — Page 25 of 25

How to give gifts to people you don't trust with the gift?

How to give gifts to people you don't trust with the gift? . https://estatemeeting.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. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate Planning - https://estatemeeting.com Probate - https://pain-free-probate.com/contact 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. ----------------------------- How to find me out there in the world... instagram = https://instagram.com/thechristophersmall facebook = https://www.facebook.com/cmslawfirm/ iTunes = https://podcasts.apple.com/us/podcast/estate-planning-daily/id1455795473 youtube = http://www.youtube.com/c/CMSLawFirmLLC linkedin = https://linkedin.com/in/smallchristopher

Sep 25, 20195 min

Estate planning is NOT death planning..

Estate planning is NOT death planning. . https://estatemeeting.com --------------------------------------- ARE YOU A LAW FIRM OWNER? Me too. I work 25 hours a week and make multiple six figures. I don't have any headaches. No fires. No grumpy clients. Work is FUN. If you want an inside look at how I do it, for FREE, you should join my newsletter. Every week I talk about a different area of my business: marketing/branding; advertising; sales; productivity/bumper; and mindset. Just click the link below. Every Sunday you'll get my best stuff... https://theunconventionalattorney.com/newsletter --------------------------------- My Unconventional Philosophy: - old school business - modern day marketing - antifragile mindset My Unconventional Core Elements - Mindset - Leads - Sales - Systems - Scarcity ----------------------------- How to find me out there in the world... instagram = https://instagram.com/thechristophersmall facebook = https://www.facebook.com/thechristophersmall/ iTunes = https://podcasts.apple.com/us/podcast/the-unconventional-attorney/id1465832… youtube = http://www.youtube.com/c/thechristophersmall linkedin = https://linkedin.com/in/smallchristopher

Sep 24, 20194 min

Should you update old beneficiary designations?.

Should you update old beneficiary designations? . https://estatemeeting.com --------------------------------------- ARE YOU A LAW FIRM OWNER? Me too. I work 25 hours a week and make multiple six figures. I don't have any headaches. No fires. No grumpy clients. Work is FUN. If you want an inside look at how I do it, for FREE, you should join my newsletter. Every week I talk about a different area of my business: marketing/branding; advertising; sales; productivity/bumper; and mindset. Just click the link below. Every Sunday you'll get my best stuff... https://theunconventionalattorney.com/newsletter --------------------------------- My Unconventional Philosophy: - old school business - modern day marketing - antifragile mindset My Unconventional Core Elements - Mindset - Leads - Sales - Systems - Scarcity ----------------------------- How to find me out there in the world... instagram = https://instagram.com/thechristophersmall facebook = https://www.facebook.com/thechristophersmall/ iTunes = https://podcasts.apple.com/us/podcast/the-unconventional-attorney/id1465832… youtube = http://www.youtube.com/c/thechristophersmall linkedin = https://linkedin.com/in/smallchristopher

Sep 23, 20196 min

Look to the document for the answers

Look to the document for the answers. . https://estatemeeting.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. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate Planning - https://estatemeeting.com Probate - https://pain-free-probate.com/contact 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. ----------------------------- How to find me out there in the world... instagram = https://instagram.com/thechristophersmall facebook = https://www.facebook.com/cmslawfirm/ iTunes = https://podcasts.apple.com/us/podcast/estate-planning-daily/id1455795473 youtube = http://www.youtube.com/c/CMSLawFirmLLC linkedin = https://linkedin.com/in/smallchristopher

Sep 20, 20193 min

What happens if my estate plan burns up in a fire?

What happens if my estate plan burns up in a fire? . https://estatemeeting.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. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate Planning - https://estatemeeting.com Probate - https://pain-free-probate.com/contact 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. ----------------------------- How to find me out there in the world... instagram = https://instagram.com/thechristophersmall facebook = https://www.facebook.com/cmslawfirm/ iTunes = https://podcasts.apple.com/us/podcast/estate-planning-daily/id1455795473 youtube = http://www.youtube.com/c/CMSLawFirmLLC linkedin = https://linkedin.com/in/smallchristopher

Sep 19, 20194 min

Are testamentary trusts a scam?

Are testamentary trusts a scam? . https://estatemeeting.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. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate Planning - https://estatemeeting.com Probate - https://pain-free-probate.com/contact 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. ----------------------------- How to find me out there in the world... instagram = https://instagram.com/thechristophersmall facebook = https://www.facebook.com/cmslawfirm/ iTunes = https://podcasts.apple.com/us/podcast/estate-planning-daily/id1455795473 youtube = http://www.youtube.com/c/CMSLawFirmLLC linkedin = https://linkedin.com/in/smallchristopher

Sep 18, 20197 min

Do you need $10 million in assets to create a trust?

Do you need $10 million in assets to create a trust? . https://estatemeeting.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. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate Planning - https://estatemeeting.com Probate - https://pain-free-probate.com/contact 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. ----------------------------- How to find me out there in the world... instagram = https://instagram.com/thechristophersmall facebook = https://www.facebook.com/cmslawfirm/ iTunes = https://podcasts.apple.com/us/podcast/estate-planning-daily/id1455795473 youtube = http://www.youtube.com/c/CMSLawFirmLLC linkedin = https://linkedin.com/in/smallchristopher

Sep 17, 20194 min

The two situations estate planning covers..

The two situations estate planning covers. . https://estatemeeting.com --------------------------------------- ARE YOU A LAW FIRM OWNER? Me too. I work 25 hours a week and make multiple six figures. I don't have any headaches. No fires. No grumpy clients. Work is FUN. If you want an inside look at how I do it, for FREE, you should join my newsletter. Every week I talk about a different area of my business: marketing/branding; advertising; sales; productivity/bumper; and mindset. Just click the link below. Every Sunday you'll get my best stuff... https://theunconventionalattorney.com/newsletter --------------------------------- My Unconventional Philosophy: - old school business - modern day marketing - antifragile mindset My Unconventional Core Elements - Mindset - Leads - Sales - Systems - Scarcity ----------------------------- How to find me out there in the world... instagram = https://instagram.com/thechristophersmall facebook = https://www.facebook.com/thechristophersmall/ iTunes = https://podcasts.apple.com/us/podcast/the-unconventional-attorney/id1465832… youtube = http://www.youtube.com/c/thechristophersmall linkedin = https://linkedin.com/in/smallchristopher

Sep 16, 20194 min

I don't understand legal jargon!!!

I don't understand legal jargon!!! . https://estatemeeting.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. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate Planning - https://estatemeeting.com Probate - https://pain-free-probate.com/contact 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. ----------------------------- How to find me out there in the world... instagram = https://instagram.com/thechristophersmall facebook = https://www.facebook.com/cmslawfirm/ iTunes = https://podcasts.apple.com/us/podcast/estate-planning-daily/id1455795473 youtube = http://www.youtube.com/c/CMSLawFirmLLC linkedin = https://linkedin.com/in/smallchristopher

Sep 13, 20194 min

Do you have to know all of your assets to create an estate plan?

Do you have to know all of your assets to create an estate plan? . https://estatemeeting.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. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate Planning - https://estatemeeting.com Probate - https://pain-free-probate.com/contact 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. ----------------------------- How to find me out there in the world... instagram = https://instagram.com/cmslawfirm facebook = https://www.facebook.com/cmslawfirm/ iTunes = https://podcasts.apple.com/us/podcast/estate-planning-daily/id1455795473 youtube = http://www.youtube.com/c/CMSLawFirmLLC linkedin = https://linkedin.com/in/smallchristopher

Sep 6, 20195 min

Avoiding probate when you have out of state property..

Avoiding probate when you have out of state property. . https://estatemeeting.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. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate Planning - https://estatemeeting.com Probate - https://pain-free-probate.com/contact 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. ----------------------------- How to find me out there in the world... instagram = https://instagram.com/thechristophersmall facebook = https://www.facebook.com/cmslawfirm/ iTunes = https://podcasts.apple.com/us/podcast/estate-planning-daily/id1455795473 youtube = http://www.youtube.com/c/CMSLawFirmLLC linkedin = https://linkedin.com/in/smallchristopher

Sep 5, 20195 min

Elder law vs estate planning..

Elder law vs estate planning. . https://estatemeeting.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. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate Planning - https://estatemeeting.com Probate - https://pain-free-probate.com/contact 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. ----------------------------- How to find me out there in the world... instagram = https://instagram.com/cmslawfirm facebook = https://www.facebook.com/cmslawfirm/ iTunes = https://podcasts.apple.com/us/podcast/estate-planning-daily/id1455795473 youtube = http://www.youtube.com/c/CMSLawFirmLLC linkedin = https://linkedin.com/in/smallchristopher

Sep 4, 20197 min

An important function of wills..

An important function of wills. . https://estatemeeting.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. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate Planning - https://estatemeeting.com Probate - https://pain-free-probate.com/contact 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. ----------------------------- How to find me out there in the world... instagram = https://instagram.com/thechristophersmall facebook = https://www.facebook.com/cmslawfirm/ iTunes = https://podcasts.apple.com/us/podcast/estate-planning-daily/id1455795473 youtube = http://www.youtube.com/c/CMSLawFirmLLC linkedin = https://linkedin.com/in/smallchristopher

Sep 3, 20194 min

When does a power of attorney end?

When does a power of attorney end? . https://estatemeeting.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. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate Planning - https://estatemeeting.com Probate - https://pain-free-probate.com/contact 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. ----------------------------- How to find me out there in the world... instagram = https://instagram.com/thechristophersmall facebook = https://www.facebook.com/cmslawfirm/ iTunes = https://podcasts.apple.com/us/podcast/estate-planning-daily/id1455795473 youtube = http://www.youtube.com/c/CMSLawFirmLLC linkedin = https://linkedin.com/in/smallchristopher

Sep 2, 20197 min

how to make sure your people can get to your electronic stuff if they need to...

How to make sure your people can get to your electronic stuff if they need to... . https://estatemeeting.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. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate Planning - https://estatemeeting.com Probate - https://pain-free-probate.com/contact 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. ----------------------------- How to find me out there in the world... instagram = https://instagram.com/cmslawfirm facebook = https://www.facebook.com/cmslawfirm/ iTunes = https://podcasts.apple.com/us/podcast/estate-planning-daily/id1455795473 youtube = http://www.youtube.com/c/CMSLawFirmLLC linkedin = https://linkedin.com/in/smallchristopher

Aug 30, 20193 min

4th of July thoughts...

4th of July thoughts and a tip on how to win an argument with someone you don't agree with... . https://estatemeeting.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. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate Planning - https://estatemeeting.com Probate - https://pain-free-probate.com/contact 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. ----------------------------- How to find me out there in the world... instagram = https://instagram.com/thechristophersmall facebook = https://www.facebook.com/cmslawfirm/ iTunes = https://podcasts.apple.com/us/podcast/estate-planning-daily/id1455795473 youtube = http://www.youtube.com/c/CMSLawFirmLLC linkedin = https://linkedin.com/in/smallchristopher

Aug 29, 20197 min

Thoughts on controlling your guardians from the grave...

Thoughts on controlling your guardians from the grave... . https://estatemeeting.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. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate Planning - https://estatemeeting.com Probate - https://pain-free-probate.com/contact 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. ----------------------------- How to find me out there in the world... instagram = https://instagram.com/thechristophersmall facebook = https://www.facebook.com/cmslawfirm/ iTunes = https://podcasts.apple.com/us/podcast/estate-planning-daily/id1455795473 youtube = http://www.youtube.com/c/CMSLawFirmLLC linkedin = https://linkedin.com/in/smallchristopher

Aug 28, 20196 min

How to take care of your non-biological peeps

How to take care of your non-biological peeps... . https://estatemeeting.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. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate Planning - https://estatemeeting.com Probate - https://pain-free-probate.com/contact 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. ----------------------------- How to find me out there in the world... instagram = https://instagram.com/thechristophersmall facebook = https://www.facebook.com/cmslawfirm/ iTunes = https://podcasts.apple.com/us/podcast/estate-planning-daily/id1455795473 youtube = http://www.youtube.com/c/CMSLawFirmLLC linkedin = https://linkedin.com/in/smallchristopher

Aug 27, 20196 min

Estate taxes explained quick and dirty.

Estate taxes explained quick and dirty. https://estatemeeting.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. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate Planning - https://estatemeeting.com Probate - https://pain-free-probate.com/contact 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. ----------------------------- How to find me out there in the world... instagram = https://instagram.com/cmslawfirm facebook = https://www.facebook.com/cmslawfirm/ iTunes = https://podcasts.apple.com/us/podcast/estate-planning-daily/id1455795473 youtube = http://www.youtube.com/c/CMSLawFirmLLC linkedin = https://linkedin.com/in/smallchristopher

Aug 23, 20197 min

Estate planning and retirement accounts

Estate planning and your retirement accounts. https://estatemeeting.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. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate Planning - https://estatemeeting.com Probate - https://pain-free-probate.com/contact 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. ----------------------------- How to find me out there in the world... instagram = https://instagram.com/cmslawfirm facebook = https://www.facebook.com/cmslawfirm/ iTunes = https://podcasts.apple.com/us/podcast/estate-planning-daily/id1455795473 youtube = http://www.youtube.com/c/CMSLawFirmLLC linkedin = https://linkedin.com/in/smallchristopher

Aug 22, 20198 min

Is your power of attorney up to date?

Is your power of attorney up to date? . https://estatemeeting.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. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate Planning - https://estatemeeting.com Probate - https://pain-free-probate.com/contact 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. ----------------------------- How to find me out there in the world... instagram = https://instagram.com/thechristophersmall facebook = https://www.facebook.com/cmslawfirm/ iTunes = https://podcasts.apple.com/us/podcast/estate-planning-daily/id1455795473 youtube = http://www.youtube.com/c/CMSLawFirmLLC linkedin = https://linkedin.com/in/smallchristopher

Aug 21, 20195 min

One way to make sure your kid's crazy spouse doesn't spend all of the inheritance..

One way to make sure your kid's crazy spouse doesn't spend all of the inheritance. . https://estatemeeting.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. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate Planning - https://estatemeeting.com Probate - https://pain-free-probate.com/contact 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. ----------------------------- How to find me out there in the world... instagram = https://instagram.com/cmslawfirm facebook = https://www.facebook.com/cmslawfirm/ iTunes = https://podcasts.apple.com/us/podcast/estate-planning-daily/id1455795473 youtube = http://www.youtube.com/c/CMSLawFirmLLC linkedin = https://linkedin.com/in/smallchristopher

Aug 20, 20196 min

One big reason to do estate planning....

One big reason to do estate planning... . https://estatemeeting.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. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate Planning - https://estatemeeting.com Probate - https://pain-free-probate.com/contact 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. ----------------------------- How to find me out there in the world... instagram = https://instagram.com/cmslawfirm facebook = https://www.facebook.com/cmslawfirm/ iTunes = https://podcasts.apple.com/us/podcast/estate-planning-daily/id1455795473 youtube = http://www.youtube.com/c/CMSLawFirmLLC linkedin = https://linkedin.com/in/smallchristopher

Aug 12, 20194 min

Instagram answer! Can you switch out a note for assets in a decedents trust?

Instagram answer! Can you switch out a note for assets in a decedents trust? . https://estateplanningmeeting.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. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate Planning - https://estatemeeting.com Probate - https://pain-free-probate.com/contact 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. ----------------------------- How to find me out there in the world... instagram = https://instagram.com/thechristophersmall facebook = https://www.facebook.com/cmslawfirm/ iTunes = https://podcasts.apple.com/us/podcast/estate-planning-daily/id1455795473 youtube = http://www.youtube.com/c/CMSLawFirmLLC linkedin = https://linkedin.com/in/smallchristopher

Jul 24, 201910 min

5 ways to avoid probate that don't include a trust....

5 ways to avoid probate that don't include a trust... . https://estatemeeting.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. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate Planning - https://estatemeeting.com Probate - https://pain-free-probate.com/contact 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. ----------------------------- How to find me out there in the world... instagram = https://instagram.com/thechristophersmall facebook = https://www.facebook.com/cmslawfirm/ iTunes = https://podcasts.apple.com/us/podcast/estate-planning-daily/id1455795473 youtube = http://www.youtube.com/c/CMSLawFirmLLC linkedin = https://linkedin.com/in/smallchristopher

Jul 10, 201910 min

What happens if you don't have a will? .

What happens if you don't have a will? . https://estatemeeting.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. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate Planning - https://estatemeeting.com Probate - https://pain-free-probate.com/contact 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. ----------------------------- How to find me out there in the world... instagram = https://instagram.com/thechristophersmall facebook = https://www.facebook.com/cmslawfirm/ iTunes = https://podcasts.apple.com/us/podcast/estate-planning-daily/id1455795473 youtube = http://www.youtube.com/c/CMSLawFirmLLC linkedin = https://linkedin.com/in/smallchristopher

Jul 9, 201910 min

A tragic story and lessons learned...

A tragic story and lessons learned... https://estatemeeting.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. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate Planning - https://estatemeeting.com Probate - https://pain-free-probate.com/contact 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. ----------------------------- How to find me out there in the world... instagram = https://instagram.com/thechristophersmall facebook = https://www.facebook.com/cmslawfirm/ iTunes = https://podcasts.apple.com/us/podcast/estate-planning-daily/id1455795473 youtube = http://www.youtube.com/c/CMSLawFirmLLC linkedin = https://linkedin.com/in/smallchristopher

Jul 1, 20195 min

The fallacy of "fair."

The fallacy of "fair." https://estatemeeting.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. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate Planning - https://estatemeeting.com Probate - https://pain-free-probate.com/contact 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. ----------------------------- How to find me out there in the world... instagram = https://instagram.com/thechristophersmall facebook = https://www.facebook.com/cmslawfirm/ iTunes = https://podcasts.apple.com/us/podcast/estate-planning-daily/id1455795473 youtube = http://www.youtube.com/c/CMSLawFirmLLC linkedin = https://linkedin.com/in/smallchristopher

Jun 27, 20198 min

How to avoid excise tax AND capital gains tax by gifting your house while you're alive (even if you

How to avoid excise tax AND capital gains tax by gifting your house while you're alive (even if you have a mortgage). https://estatemeeting.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. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate Planning - https://estatemeeting.com Probate - https://pain-free-probate.com/contact 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. ----------------------------- How to find me out there in the world... instagram = https://instagram.com/thechristophersmall facebook = https://www.facebook.com/cmslawfirm/ iTunes = https://podcasts.apple.com/us/podcast/estate-planning-daily/id1455795473 youtube = http://www.youtube.com/c/CMSLawFirmLLC linkedin = https://linkedin.com/in/smallchristopher

Jun 25, 201911 min

Where should you store your will?

Where should you store your will? https://estatemeeting.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. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate Planning - https://estatemeeting.com Probate - https://pain-free-probate.com/contact 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. ----------------------------- How to find me out there in the world... instagram = https://instagram.com/thechristophersmall facebook = https://www.facebook.com/cmslawfirm/ iTunes = https://podcasts.apple.com/us/podcast/estate-planning-daily/id1455795473 youtube = http://www.youtube.com/c/CMSLawFirmLLC linkedin = https://linkedin.com/in/smallchristopher

Jun 25, 20198 min