Estate Planning Daily

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Estate Planning Daily 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, irrev…

Christopher Small


    • May 28, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 2m AVG DURATION
    • 1,006 EPISODES


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    Latest episodes from Estate Planning Daily

    The different types of trust distribution schedules.

    Play Episode Listen Later May 28, 2025 4:55


    The different types of trust distribution schedules. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes

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    Land Trusts are a scam.

    Play Episode Listen Later May 27, 2025 1:09


    Land Trusts are a scam. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

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    Is It Okay To Move Real Estate With A Mortgage Into An LLC?

    Play Episode Listen Later May 26, 2025 1:14


    Is It Okay To Move Real Estate With A Mortgage Into An LLC? Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

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    The best revocable trust provisions for kids.

    Play Episode Listen Later May 23, 2025 1:03


    The best revocable trust provisions for kids. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

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    The wrong way to leave your house to your kids.

    Play Episode Listen Later May 22, 2025 0:51


    The wrong way to leave your house to your kids. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

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    5 Reasons to Create a Revocable Living Trust

    Play Episode Listen Later May 21, 2025 4:11


    5 Reasons to Create a Revocable Living Trust We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes

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    Do-It-Yourself Estate Planning Gone Wrong.

    Play Episode Listen Later May 21, 2025 1:12


    Do-It-Yourself Estate Planning Gone Wrong. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

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    3 Unexpected Reasons That Probate Sucks.

    Play Episode Listen Later May 20, 2025 0:50


    3 Unexpected Reasons That Probate Sucks. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

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    The Best Way To Prevent Kids From Blowing Their Inheritance.

    Play Episode Listen Later May 19, 2025 0:57


    The Best Way To Prevent Kids From Blowing Their Inheritance. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

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    When A Trust Is Appropriate For Real Estate Transfers.

    Play Episode Listen Later May 16, 2025 1:17


    When A Trust Is Appropriate For Real Estate Transfers. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

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    What does estate planning even mean?

    Play Episode Listen Later May 15, 2025 1:03


    What does estate planning even mean? Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

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    Estate Planning Case Study - Married with Young Kids

    Play Episode Listen Later May 14, 2025 8:48


    Estate Planning Case Study - Married with Young Kids We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes

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    A trust is not the only way to avoid probate.

    Play Episode Listen Later May 14, 2025 1:10


    A trust is not the only way to avoid probate. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

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    What are Non-Probate Assets?

    Play Episode Listen Later May 13, 2025 1:01


    What are Non-Probate Assets? Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

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    Washington State Estate Tax Changes!

    Play Episode Listen Later May 12, 2025 0:43


    Washington State Estate Tax Changes! Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

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    Why $2.2m in assets is the WA estate tax magic number.

    Play Episode Listen Later May 9, 2025 0:45


    Why $2.2m in assets is the WA estate tax magic number. Need estate planning or probate help? Click to set up your free consultation - https://cmslawfirm.com

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    Is a do-it-yourself estate plan good enough?

    Play Episode Listen Later May 8, 2025 1:52


    Is a do-it-yourself estate plan good enough? Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

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    Are Inherited Roth IRA Account Required to be Distributed?

    Play Episode Listen Later May 6, 2025 1:57


    Are Inherited Roth IRA Account Required to be Distributed? Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

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    3 reasons you can contest a will.

    Play Episode Listen Later May 5, 2025 1:44


    3 reasons you can contest a will. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

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    Dead ex-spouse on the deed? Here's what to do.

    Play Episode Listen Later May 4, 2025 1:26


    Dead ex-spouse on the deed? Here's what to do. And if you need help, let's chat. Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes

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    The 3 main characters in a revocable living trust.

    Play Episode Listen Later Apr 13, 2025 1:07


    The 3 main characters in a revocable living trust. Need estate planning or probate help? Click to set up your free consultation - https://cmslawfirm.com

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    A Will will Not Keep You Out of Probate.

    Play Episode Listen Later Apr 10, 2025 0:47


    A Will will Not Keep You Out of Probate. Need estate planning or probate help? Click to set up your free consultation - https://cmslawfirm.com

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    What is probate and why do people want to avoid it?

    Play Episode Listen Later Apr 9, 2025 0:55


    What is probate and why do people want to avoid it? Need estate planning or probate help? Click to set up your free consultation - https://cmslawfirm.com

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    3 Reasons to Have a Revocable Living Trust.

    Play Episode Listen Later Apr 8, 2025 1:08


    3 Reasons to Have a Revocable Living Trust. Need estate planning or probate help? Click to set up your free consultation - https://cmslawfirm.com

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    Why a married couple might want two trusts.

    Play Episode Listen Later Mar 29, 2025 0:47


    Why a married couple might want two trusts. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

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    Can a Step-Parent Prevent You from Seeing the Will?

    Play Episode Listen Later Mar 27, 2025 0:59


    Can a Step-Parent Prevent You from Seeing the Will? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

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    What Happens if there is No Will?

    Play Episode Listen Later Mar 26, 2025 0:59


    What Happens if there is No Will? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

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    Why Does Probate Suck so Much?

    Play Episode Listen Later Mar 25, 2025 0:50


    Why Does Probate Suck so Much? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

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    Who Keeps Attorneys Honest?

    Play Episode Listen Later Mar 24, 2025 0:45


    Who Keeps Attorneys Honest? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

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    Revocable Trusts will Not Keep You Safe from Medicaid.

    Play Episode Listen Later Mar 23, 2025 0:47


    Revocable Trusts will Not Keep You Safe from Medicaid. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

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    What are the Advantages of Having a Will?

    Play Episode Listen Later Mar 22, 2025 0:44


    What are the Advantages of Having a Will? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

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    How do you Transfer an LLC Interest Without Probate.

    Play Episode Listen Later Mar 21, 2025 0:34


    How do you Transfer an LLC Interest Without Probate. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

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    3 ways to handle greedy family members when a loved one dies.

    Play Episode Listen Later Mar 20, 2025 1:11


    3 ways to handle greedy family members when a loved one dies. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

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    Step one of a $7 million dollar estate plan.

    Play Episode Listen Later Mar 19, 2025 1:18


    Step one of a $7 million dollar estate plan. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

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    Here's who to blame when you can't find a Will.

    Play Episode Listen Later Mar 18, 2025 1:11


    Here's who to blame when you can't find a Will. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

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    What makes a creditor claim valid in a probate?

    Play Episode Listen Later Mar 16, 2025 1:12


    What makes a creditor claim valid in a probate? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

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    How to get a law firm to give you a dead person's Will.

    Play Episode Listen Later Mar 15, 2025 1:00


    How to get a law firm to give you a dead person's Will. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

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    Why I'd rather pay WA estate taxes over capital gains taxes.

    Play Episode Listen Later Mar 14, 2025 1:06


    Why I'd rather pay WA estate taxes over capital gains taxes. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

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    Inherited Roth IRA distribution rules.

    Play Episode Listen Later Mar 13, 2025 1:01


    Inherited Roth IRA distribution rules. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

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    If you inherit a house you don't have to tell the mortgage company.

    Play Episode Listen Later Mar 12, 2025 0:44


    If you inherit a house you don't have to tell the mortgage company. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

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    There are no downsides to a revocable trust.

    Play Episode Listen Later Mar 11, 2025 0:52


    There are no downsides to a revocable trust. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

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    The New Rules for Inherited IRAs

    Play Episode Listen Later Mar 9, 2025 3:12


    The New Rules for Inherited IRAs We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes

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    No contest clauses only apply for bad faith contests.

    Play Episode Listen Later Mar 8, 2025 0:43


    No contest clauses only apply for bad faith contests. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

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    Is the client the only one that can pay for estate planning?

    Play Episode Listen Later Mar 6, 2025 0:35


    Is the client the only one that can pay for estate planning? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

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    Can your spouse create their own trust and put EVERYTHING in it?

    Play Episode Listen Later Mar 6, 2025 0:47


    Can your spouse create their own trust and put EVERYTHING in it? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

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    Why won't my mom's attorney give me a copy of her Will?

    Play Episode Listen Later Mar 2, 2025 0:45


    Why won't my mom's attorney give me a copy of her Will? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

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    A Will with no witnesses is not a Will.

    Play Episode Listen Later Mar 1, 2025 0:48


    A Will with no witnesses is not a Will. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

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    Top 3 tips for transferring assets at death.

    Play Episode Listen Later Feb 28, 2025 5:43


    Top 3 tips for transferring assets at death. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes

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    A transfer on death deed does not stop you from selling your house.

    Play Episode Listen Later Feb 27, 2025 0:43


    A transfer on death deed does not stop you from selling your house. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

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    Irrevocable trust maintenance obligations.

    Play Episode Listen Later Feb 26, 2025 0:49


    Irrevocable trust maintenance obligations. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

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    How to remove or change a Power of Attorney.

    Play Episode Listen Later Feb 25, 2025 0:46


    How to remove or change a Power of Attorney. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

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