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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
Washington State
Transfer On Death Deed
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

PublishesDailyEpisodes1154Founded7 years ago
Number of ListenersCategories
Kids & FamilyEducation

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Artwork for Estate Planning Strategies

Latest Episodes

Newsflash! WA couples do not have $6m of WA estate tax exemption 🔥 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 lo... more

Do Not Put Your Family on Your Real Estate to Avoid Probate 🔥 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... more

Downsides to Probates That Take a Long Time 🔥 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

A Typical Minor Child Trust Distribution Schedule 🔥 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

Key Facts

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Host

Christopher Small
Owner of CMS Law Firm and estate planning expert

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 States9 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.

The podcasts are praised for providing actionable insights and strategies related to estate planning.
Listeners appreciate the educational content, often highlighting its clarity and accessibility for those unfamiliar with legal jargon.
Several reviews note the podcast's pacing, with some feedback expressing that audio quality could be improved due to distracting sound effects.

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
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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, this podcast addresses a wide array of related topics including wills, trusts, guardianship, taxes, and asset protection. Episodes aim to provide listeners with practical advice and strategies for managing their estates, ensuring that they are well-informed about their options when it comes to creating a secure future for their loved ones. Notably, the content is crafted to be accessible for those who may not have a legal background while still offering depth for legal professionals seeking insights into this specialized field.

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How many listeners does Estate Planning Strategies get?

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What are the audience demographics for Estate Planning Strategies?

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How many subscribers and views does Estate Planning Strategies have?

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Which podcasts are similar to Estate Planning Strategies?

These podcasts share a similar audience with Estate Planning Strategies:

1. Retirement Planning Education, with Andy Panko
2. Everything Estate Planning
3. Stay Wealthy Retirement Podcast
4. The Great Retirement Debate with Ed Slott & Jeffrey Levine
5. Ready For Retirement

How many episodes of Estate Planning Strategies are there?

Estate Planning Strategies launched 7 years ago and published 1154 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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