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Artwork for Estate Planning Strategies

Estate Planning Strategies

Christopher Small
Estate Planning
Probate
Wills
Power Of Attorney
Trusts
Washington State
Real Estate
Revocable Living Trust
CMS Law Firm
Revocable Trust
Estate Taxes
Asset Protection
Medical Power Of Attorney
Irrevocable Trust
Beneficiary Designations
Income Taxes
Transfer On Death Deed
Estate Tax
Irrevocable Trusts
Washington State Estate Tax

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

PublishesDailyEpisodes1229Founded7 years ago
Number of ListenersCategories
Kids & FamilyEducation

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Artwork for Estate Planning Strategies

Latest Episodes

How to Transfer Bitcoin When You Die 🔥 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

The Worst Alternative to a Power of Attorney 🔥 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

Put Mortgaged Home in a Revocable Living Trust? 🔥 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 y... more

Downside of a Revocable Living Trust 🔥 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

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Host

Christopher Small
Host and owner of CMS Law Firm; specializes in estate planning, probate, and related advisory services for individuals and families.

Reviews

4.3 out of 5 stars from 54 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 Statesa year 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 States2 years 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.

Listeners appreciate the practical, easy-to-understand guidance on estate planning topics.
Some critique about varying audio levels and occasional sound effects affecting consistency.
Positive feedback on depth of legal insight and real-world applicability to clients and peers.

Talking Points

Recent interactions between the hosts and their guests.

Real Estate, Death, and Probate Notice
Q: If the heir of another decedent did not respond to notice to potential creditors, do we still need to serve separate notice to the other heir?
The heir needs to be noticed that they have an inheritance, not regarding creditors.
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.

Audience Metrics

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

Listeners per Episode
Gender Skew
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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?

This show centers on practical estate planning guidance, covering the full spectrum from wills and trusts to powers of attorney, probate, and asset protection. Episodes routinely highlight real-world scenarios—such as handling real estate through trusts, navigating state tax implications, and coordinating gifting with charitable giving—while weaving in actionable steps and calls to consult professional services. The host's firm is frequently referenced as a resource, reinforcing a practical, law-firm perspective that aims to simplify complex topics for professionals and individuals planning their estates. A notable strength is the clear focus on actionable implications for property, taxes, and family dynamics, often illustrated with concret... more

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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. Passing It On: Estate Planning for Families
4. Big Picture Retirement®
5. The Compound and Friends

How many episodes of Estate Planning Strategies are there?

Estate Planning Strategies launched 7 years ago and published 1229 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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