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Estate Planning Strategies
Estate Planning Strategies
Christopher Small

Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney,... more

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Episodes

You’re Not the Executor Until Probate is Open.

You’re Not the Executor Until Probate is Open. We do estate planning. We do probate. We do it well.... more

21 Dec 2024 ·
How Loving Your Spouse Can Help Qualify for Medicaid.

How Loving Your Spouse Can Help Qualify for Medicaid. We do estate planning. We do probate. We do it... more

20 Dec 2024 ·
Stop paying bills when someone dies.

Stop paying bills when someone dies. We do estate planning. We do probate. We do it well. If... more

19 Dec 2024 ·
Did you know there are electronic Wills in WA?

Did you know there are electronic Wills in WA? We do estate planning. We do probate. We do it... more

18 Dec 2024 ·
How to Unintentionally Wreck Your Child’s Inheritance.

How to Unintentionally Wreck Your Child’s Inheritance. We do estate planning. We do probate. We do it well. ... more

17 Dec 2024 · 6 minutes
What to do when Inherited Real Estate is Paid Off.

What to do when Inherited Real Estate is Paid Off. We do estate planning. We do probate. We do... more

16 Dec 2024 ·
Joint Tenants vs Tenants in Common.

Joint Tenants vs Tenants in Common. We do estate planning. We do probate. We do it well. If... more

15 Dec 2024 ·
How do you trigger a transfer on death deed?

How do you trigger a transfer on death deed? We do estate planning. We do probate. We do it... more

14 Dec 2024 ·
Thank you for 10,000 subscribers!

Thank you for 10,000 subscribers! We do estate planning. We do probate. We do it well. If you... more

13 Dec 2024 ·
Instructions instead of a Will is the worst thing you could do.

Instructions instead of a Will is the worst thing you could do. We do estate planning. We do probate.... more

12 Dec 2024 ·
True Story - Another Reason Not to Put Family on Your Bank Account

True Story - Another Reason Not to Put Family on Your Bank Account We do estate planning. We do... more

10 Dec 2024 · 2 minutes
What Rights to Future Beneficiaries Have?

What Rights to Future Beneficiaries Have? We do estate planning. We do probate. We do it well. If... more

29 Nov 2024 ·
How Young Children Can Help Qualify for Medicaid

How Young Children Can Help Qualify for Medicaid We do estate planning. We do probate. We do it well.... more

28 Nov 2024 ·
A Time to NEVER Use Transfer on Death Deeds

A Time to NEVER Use Transfer on Death Deeds We do estate planning. We do probate. We do it... more

27 Nov 2024 ·
How Lack of Knowledge Can Help Qualify for Medicaid

How Lack of Knowledge Can Help Qualify for Medicaid We do estate planning. We do probate. We do it... more

26 Nov 2024 ·
Why do companies take life insurance policies out on their employees?

Why do companies take life insurance policies out on their employees? We do estate planning. We do probate. We... more

21 Nov 2024 · 1 minute
Revocable living trusts do not give you asset protection.

Revocable living trusts do not give you asset protection. We do estate planning. We do probate. We do it... more

20 Nov 2024 · 1 minute
Does a Will get filed before or after death?

Does a Will get filed before or after death? We do estate planning. We do probate. We do it... more

19 Nov 2024 · 1 minute
Can you appoint non-US resident guardians for your kids?

Can you appoint non-US resident guardians for your kids? We do estate planning. We do probate. We do it... more

18 Nov 2024 · 1 minute
How to deal with crazy people in probate - a story.

How to deal with crazy people in probate - a story. We do estate planning. We do probate. We... more

17 Nov 2024 · 1 minute
Forming an LLC? Get an Attorney!

Forming an LLC? Get an Attorney! We do estate planning. We do probate. We do it well. If... more

16 Nov 2024 ·
How to Tell if Your U.S. Estate Plan will Work Abroad.

How to Tell if Your U.S. Estate Plan will Work Abroad. We do estate planning. We do probate. We... more

15 Nov 2024 ·
Future Beneficiary and Trust Visibility

Future Beneficiary and Trust Visibility We do estate planning. We do probate. We do it well. If you... more

14 Nov 2024 ·
You’re Not the Executor Until this Happens (even with a Will).

You’re Not the Executor Until this Happens (even with a Will). We do estate planning. We do probate. We... more

13 Nov 2024 ·
Do gift receivers pay income tax?

Do gift receivers pay income tax? We do estate planning. We do probate. We do it well. If... more

05 Nov 2024 ·
Can a beneficiary see a Will or Trust before the creator dies?

Can a beneficiary see a Will or Trust before the creator dies? We do estate planning. We do probate.... more

04 Nov 2024 · 1 minute
Executors are not required to give you a copy of the Will.

Executors are not required to give you a copy of the Will. We do estate planning. We do probate.... more

02 Nov 2024 ·
Tax consequences of giving too much in 2024.

Tax consequences of giving too much in 2024. We do estate planning. We do probate. We do it well.... more

01 Nov 2024 ·
Warning! Trust + s-corp can equal trouble.

Warning! Trust + s-corp can equal trouble. We do estate planning. We do probate. We do it well. ... more

31 Oct 2024 ·
Income tax exemptions only work while you are alive.

Income tax exemptions only work while you are alive. We do estate planning. We do probate. We do it... more

30 Oct 2024 ·
ILIT - trust first or life insurance first?

ILIT - trust first or life insurance first? We do estate planning. We do probate. We do it well.... more

29 Oct 2024 ·
Can you redo an irrevocable trust?

Can you redo an irrevocable trust? We do estate planning. We do probate. We do it well. If... more

28 Oct 2024 · 2 minutes
Real estate and death of spouse - probate required?

Real estate and death of spouse - probate required? We do estate planning. We do probate. We do it... more

26 Oct 2024 · 1 minute
Do you have to use inheritance as directed?

Do you have to use inheritance as directed? We do estate planning. We do probate. We do it well.... more

25 Oct 2024 ·
Is the executor required to give you a copy of the Will?

Is the executor required to give you a copy of the Will? We do estate planning. We do probate.... more

24 Oct 2024 ·
Inherited real estate and mortgage rules.

Inherited real estate and mortgage rules. We do estate planning. We do probate. We do it well. If... more

23 Oct 2024 ·
When is the Right Time to Create an Irrevocable Trust?

When is the Right Time to Create an Irrevocable Trust? We do estate planning. We do probate. We do... more

14 Oct 2024 · 6 minutes
How to get a Copy of a Will After Someone Dies.

How to get a Copy of a Will After Someone Dies. We do estate planning. We do probate. We... more

13 Oct 2024 ·
Do You Need Estate Planning If You have No Assets?

Do You Need Estate Planning If You have No Assets? We do estate planning. We do probate. We do... more

12 Oct 2024 ·
Why do Health Care Directives Exist?

Why do Health Care Directives Exist? We do estate planning. We do probate. We do it well. If... more

11 Oct 2024 ·
How Business Owners Create a Power of Attorney.

How Business Owners Create a Power of Attorney. We do estate planning. We do probate. We do it well.... more

10 Oct 2024 ·
An Example of How NOT to Draft a Will

An Example of How NOT to Draft a Will We do estate planning. We do probate. We do it... more

09 Oct 2024 ·
Your Probate Questions Answered - Grandma’s Farm.

Your Probate Questions Answered - Grandma’s Farm. We do estate planning. We do probate. We do it well. ... more

09 Oct 2024 ·
The best place to store your estate plan.

The best place to store your estate plan. We do estate planning. We do probate. We do it well.... more

04 Oct 2024 · 2 minutes
Can the Executor just Kick You Out of Your House?

Can the Executor just Kick You Out of Your House? We do estate planning. We do probate. We do... more

02 Oct 2024 ·
An Important Consideration if Creating a Medicaid Asset Protection Trust.

An Important Consideration if Creating a Medicaid Asset Protection Trust. We do estate planning. We do probate. We do... more

01 Oct 2024 ·
How to Get Cash in a Probate with Only Real Estate.

How to Get Cash in a Probate with Only Real Estate. We do estate planning. We do probate. We... more

30 Sep 2024 ·
You do not have to give someone $1 to disinherit them.

You do not have to give someone $1 to disinherit them. We do estate planning. We do probate. We... more

27 Sep 2024 · 2 minutes
How Does a Will Work?

How Does a Will Work? We do estate planning. We do probate. We do it well. If you... more

26 Sep 2024 ·
Can You Add or Delete Beneficiaries from an Irrevocable Trust?

Can You Add or Delete Beneficiaries from an Irrevocable Trust? We do estate planning. We do probate. We do... more

25 Sep 2024 ·
Estate planning and AI don’t compute - yet.

Estate planning and AI don’t compute - yet. We do estate planning. We do probate. We do it well.... more

24 Sep 2024 ·
The best way to keep your home safe from a Medicaid lien.

The best way to keep your home safe from a Medicaid lien. We do estate planning. We do probate.... more

23 Sep 2024 ·
What does a guardian ad litem do in a probate?

What does a guardian ad litem do in a probate? We do estate planning. We do probate. We do... more

20 Sep 2024 · 1 minute
Do not let your estate planning attorney keep your original docs.

Do not let your estate planning attorney keep your original docs. We do estate planning. We do probate. We... more

19 Sep 2024 ·
A revocable trust always travels with a will.

A revocable trust always travels with a will. We do estate planning. We do probate. We do it well.... more

18 Sep 2024 ·
What to do if your estate planning attorney retires.

What to do if your estate planning attorney retires. We do estate planning. We do probate. We do it... more

17 Sep 2024 ·
The best first irrevocable trust to create for estate tax avoidance.

The best first irrevocable trust to create for estate tax avoidance. We do estate planning. We do probate. We... more

16 Sep 2024 ·
What do drug dealers, adult website owners, and the ultra-wealthy have in common?

What do drug dealers, adult website owners, and the ultra-wealthy have in common? We do estate planning. We do... more

15 Sep 2024 ·
What happens to a car lease when someone dies?

What happens to a car lease when someone dies? We do estate planning. We do probate. We do it... more

14 Sep 2024 ·
What is a foreign will?

What is a foreign will? We do estate planning. We do probate. We do it well. If you... more

13 Sep 2024 · 2 minutes
Two things you need to know to create an estate plan.

Two things you need to know to create an estate plan. We do estate planning. We do probate. We... more

12 Sep 2024 ·
Who pays estate taxes owed by an estate?

Who pays estate taxes owed by an estate? We do estate planning. We do probate. We do it well.... more

11 Sep 2024 ·
QPRTs - qualified personal residence trusts - what you need to know.

QPRTs - qualified personal residence trusts - what you need to know. We do estate planning. We do probate.... more

05 Sep 2024 · 4 minutes
What to do when trustor dies.

What to do when trustor dies. We do estate planning. We do probate. We do it well. If... more

12 Aug 2024 · 3 minutes
How to redo your trust without starting over.

How to redo your trust without starting over. We do estate planning. We do probate. We do it well.... more

05 Aug 2024 · 2 minutes
How does the gift tax work?

How does the gift tax work? We do estate planning. We do probate. We do it well. If... more

25 Jul 2024 · 4 minutes
How to pick a great Trustee.

How to pick a great Trustee. We do estate planning. We do probate. We do it well. If... more

22 Jul 2024 · 5 minutes
How much maintenance is required for a revocable living trust?

How much maintenance is required for a revocable living trust? We do estate planning. We do probate. We do... more

18 Jul 2024 · 2 minutes
Gift taxes explained.

Gift taxes explained. We do estate planning. We do probate. We do it well. If you are in... more

11 Jul 2024 · 4 minutes
Estate planning with an ex-spouse - what NOT to do.

Estate planning with an ex-spouse - what NOT to do. We do estate planning. We do probate. We do... more

08 Jul 2024 · 7 minutes
What is a self-settled irrevocable trust?

What is a self-settled irrevocable trust? We do estate planning. We do probate. We do it well. If... more

05 Jul 2024 · 2 minutes
How to change an irrevocable trust - yes it’s possible.

How to change an irrevocable trust - yes it’s possible. We do estate planning. We do probate. We do... more

04 Jul 2024 · 1 minute
How to keep random people from claiming they’re your kids for inheritance.

How to keep random people from claiming they’re your kids for inheritance. At CMS Law Firm we do estate... more

03 Jul 2024 · 3 minutes
Real estate upgrades when the first spouse dies.

Real estate upgrades when the first spouse dies. We do estate planning. We do probate. We do it well.... more

03 Jul 2024 · 1 minute
Estate planning with an ex-spouse. An example of what not to do.

Estate planning with an ex-spouse. An example of what not to do. We do estate planning. We do probate.... more

02 Jul 2024 · 7 minutes
Retirement account beneficiary must-dos.

Retirement account beneficiary must-dos. We do estate planning. We do probate. We do it well. If you are... more

01 Jul 2024 · 2 minutes
Do you even need a trust?

We do estate planning. We do probate. We do it well. If you are in Washington State and need... more

28 Jun 2024 · 4 minutes
Beneficiary designations and pension plans.

We do estate planning. We do probate. We do it well. If you are in Washington State and need... more

27 Jun 2024 · 1 minute
Trust assets and taxes explained.

We do estate planning. We do probate. We do it well. If you are in Washington State and need... more

26 Jun 2024 · 1 minute
What does a revocable living trust do?

We do estate planning. We do probate. We do it well. If you are in Washington State and need... more

25 Jun 2024 · 1 minute
Probate alternatives.

Probate alternatives. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk... more

25 Jun 2024 · 3 minutes
How to pick a great Trustee.

We do estate planning. We do probate. We do it well. If you are in Washington State and need... more

25 Jun 2024 · 5 minutes
How to keep your house in the family FOREVER.

How to keep your house in the family FOREVER. We do estate planning. We do probate. We do it... more

21 Jun 2024 · 1 minute
Beneficiary designation vs. Trust - here’s who wins.

Beneficiary designation vs. Trust - here_s who wins. We do estate planning. We do probate. We do it well.... more

20 Jun 2024 · 1 minute
Trust assets and taxes explained.

Trust assets and taxes explained. We do estate planning. We do probate. We do it well. If you... more

19 Jun 2024 · 1 minute
How to get access to a dead person’s email.

How to get access to a dead person_s email. We do estate planning. We do probate. We do it... more

18 Jun 2024 · 1 minute
How to set up a trust for a blended family.

How to set up a trust for a blended family. Need help with estate planning or probate? -> https://cmslawfirm.com

18 Jun 2024 · 5 minutes
How to transfer an inherited IRA to your own IRA.

How to transfer an inherited IRA to your own IRA. We do estate planning. We do probate. We do... more

17 Jun 2024 · 1 minute
Should you worry about the government taking all of your property when you die?

The government is a small player with a BIG role in your estate planning. Here’s the inside scoop. #estateplanning... more

14 Jun 2024 · 1 minute
Should you put rental properties in separate LLCs and separate trusts?

Rental property and asset protection. There is a theory out there that for every rental property you own you... more

13 Jun 2024 · 6 minutes
Estate planning attorney hiring guide.

Here’s how to hire an estate planning attorney that will do great work for you. #estateplanning #trusts #realestate... more

12 Jun 2024 · 2 minutes
Divorcing? You MUST update your estate plan.

If you die while in the process of divorcing, your future ex-spouse could get EVERYTHING. Here’s how to prevent that.... more

12 Jun 2024 · 2 minutes
What to do if your estate planning attorney retires.

There are a bunch of old estate planning lawyers out there retiring. Here’s what to do if yours does. ... more

10 Jun 2024 · 1 minute
House in Trust: When Does the Step-Up Occur?

When you put a house into a revocable living trust, you can get a step-up on a tax basis. If... more

07 Jun 2024 · 1 minute
Why Probate Sucks and How to Avoid It

Probate is the legal process of transferring assets after death. It can be costly, time-consuming, and frustrating. The good... more

06 Jun 2024 · 3 minutes
Inherited retirement accounts? Here’s what you need to know!

Have you inherited a retirement account? Learn more about managing an inherited IRA or 401k to minimize income taxes. Plan... more

05 Jun 2024 · 2 minutes
A Trust is Not Always the Best Place to Put a House

Did you know that sometimes putting your house in a trust isn’t the best way to leave it to your... more

04 Jun 2024 · 1 minute
What to do if an attorney says they are too busy.

What to do if an attorney says they are too busy. At CMS Law Firm we do estate planning... more

31 May 2024 · 2 minutes
Probate strategy when there’s no family left.

Probate strategy when there’s no family left. At CMS Law Firm we do estate planning and probate, and we... more

30 May 2024 · 2 minutes
What is a self-settled irrevocable trust?

What is a self-settled irrevocable trust? At CMS Law Firm we do estate planning and probate, and we do... more

29 May 2024 · 2 minutes
Estate Planning Strategies
Estate planning attorney hiring guide.
Estate Planning Strategies
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Description

Here’s how to hire an estate planning attorney that will do great work for you. #estateplanning #trusts #realestate #estateplanningattorneys #legacy... more