Estate Planning Strategies

Estate Planning Strategies

By Christopher SmallEducationKids & Family
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Estate Planning Strategies episodes

  • The Unlikely Place High Net Worth People Should Start Estate Planning
    The Unlikely Place High Net Worth People Should Start Estate Planning 🔥 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.
    2 min
  • How to gift over the annual limit with no gift tax return
    How to gift over the annual limit with no gift tax return 🔥 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.
    2 min
  • Creative trust distribution schedule thoughts
    Creative trust distribution schedule thoughts 🔥 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.
    2 min
  • End of the year estate tax strategy
    End of the year 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.
    2 min
  • Should you put your real estate in a trust
    Should you put your real estate in a 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.
    2 min
  • How credit shelter trusts work in under 90 seconds
    How credit shelter trusts work in under 90 seconds 🔥 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.
    2 min
  • Unmarried Couples - Estate Planning Beware!
    Unmarried Couples - Estate Planning Beware! 🔥 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.
    1 min
  • The Downside of Putting Real Estate in a Trust.
    The Downside of Putting Real Estate in a 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.
    1 min
  • Credit Shelter Trusts Explained
    Credit Shelter Trusts Explained 🔥 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.
    5 min
  • The One Time a Power of Attorney Does Not Work
    The One Time a Power of Attorney Does Not Work 🔥 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.
    1 min

About Estate Planning Strategies

From the publisher's feed

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…

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