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Artwork for Estate Planning Strategies

Estate Planning Strategies

Christopher Small
Estate Planning
Probate
Trusts
Wills
Gift Tax
Real Estate
Estate Tax Exemption
Living Trust
Inheritance
Transfer On Death Deed
Washington State
Revocable Trust
Property Insurance
Probate Attorneys
Community Property Law
Real Estate Ownership
Disability Benefits
Special Needs Trust
Kids
Trustees

Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning rel... more

PublishesDailyEpisodes1134Founded7 years ago
Number of ListenersCategories
EducationKids & Family

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Artwork for Estate Planning Strategies

Latest Episodes

Friendly Reminder that Testamentary Trusts are Trash. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat ... more

How Much Money Should You Leave Your Executor 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you... more

Will vs. Trust - What's the Difference 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https... more

Probate, HOA Dues, and the Creditor Claim Process 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with... more

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Host

Christopher Small
Owner of CMS Law Firm, specializing in estate planning and asset management.

Reviews

4.4 out of 5 stars from 52 ratings
  • I’ve learned so much

    Thank you for this podcast. I’ve learned so much, and appreciate that it’s a quick listen, and easy to understand. I wish there was a way to write a podcast question on your website. Keep up the good work.

    Apple Podcasts
    5
    buttersbee
    United States8 months ago
  • Was a 5 star till sound effects

    This podcast has a lot of great content and I’ve learned a lot. I’ve noticed over the last few months that he’s added in sound effects from what sounds like a video presentation that he wants to be a little bit more animated. You can hear constant clicking, pings bongs now and it’s distracting.

    Apple Podcasts
    3
    i002101
    United Statesa year ago
  • Wonderful and very specific

    I am a young attorney who practices law in PA. While I lean on accountants and financial advisors, I’m learning as issues arise. Christopher shares his decades of expertise by answering many of my specific questions. I recommend this podcast for any estate planning or estate administration attorney and paralegal.

    Apple Podcasts
    5
    LawDog54
    United States4 years ago
  • Short and straight to the point

    Informative

    Apple Podcasts
    5
    podcasta-nista
    United States4 years ago
  • Love the podcast

    As a new attorney in the field of estate planning, I appreciate how he covers a variety of issues that arise in his practice. Very informative.

    Apple Podcasts
    5
    mae428
    United States5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Many appreciate the actionable advice provided, especially for new attorneys navigating estate planning.
Feedback highlights concerns over audio quality but also emphasizes the overall valuable insights shared in the episodes.
Listeners express gratitude for the educational content, noting that it simplifies complex topics for easy understanding.

Top Education Podcasts

Talking Points

Recent interactions between the hosts and their guests.

Do overseas gifts have to pay gift tax?
Q: Does receiving a gift of about $50,000 from someone overseas apply to gift tax?
The receiver doesn't really have to worry about it, but the giver should consult attorneys in their foreign country and possibly a US attorney.
Beneficiary of a beneficiary, a good will witness?
Q: What if a beneficiary of the beneficiary of a will signs as a witness?
While it might not automatically invalidate the will, it could introduce legal complications and varying judgments from judges.
Does moving your house into your trust increase insurance?
Q: Does moving your house into your trust increase the insurance that you pay on your home?
No, moving your house into a revocable trust does not increase your insurance premiums; you and the trust are treated as the same entity.
Gift to spouse - is there a tax on that?
Q: May I inquire if I need to pay tax when I, as a green card holder, gift $350,000 to my husband, who is a US citizen?
You do not need to file a gift tax return for gifting $350,000 to your US citizen spouse as it falls under the unlimited gift rule.
Trust on a trust on trust is usually not a good idea.
Q: Can a parent put their living trust into their children's trust to lock in the lifetime estate exemption tax before it gets lowered?
Small expresses uncertainty but believes it's not advisable. He explains that a living trust will still be part of the estate, and instead suggests potentially gifting properties to children to preserve tax exemptions before they potentially lower.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Estate Planning Strategies

What is Estate Planning Strategies about and what kind of topics does it cover?

Focused on the intricacies of estate planning, the content revolves around a variety of topics including revocable and irrevocable trusts, asset protection, estate taxes, and the role of wills in legacy planning. Listeners can expect practical advice and insights tailored for individuals navigating the complexities of managing their estate, especially in scenarios involving blended families, inheritance disputes, and real estate transfers. The unique approach often blends legal perspectives with actionable tips, making complex legal concepts easier to understand for the average listener. The wealth of practical knowledge aims to empower listeners in making informed decisions that ensure their familial and financial legacies are preserved.

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How many listeners does Estate Planning Strategies get?

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Which podcasts are similar to Estate Planning Strategies?

These podcasts share a similar audience with Estate Planning Strategies:

1. Everything Estate Planning
2. Complete Estate Planning
3. The Retirement and IRA Show
4. Your Money, Your Wealth
5. Retirement Planning Education, with Andy Panko

How many episodes of Estate Planning Strategies are there?

Estate Planning Strategies launched 7 years ago and published 1134 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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