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Categories

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  • Videos

Community property step-up in basis.

By: Christopher Small | March 13, 2019 | Estate Planning
Community property step-up in basis. PS – Click here to schedule a FREE strategy session with an estate planning attorney.
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Does a power of attorney take effect RIGHT when I sign it? | Estate Planning Daily 003

By: Christopher Small | March 13, 2019 | Estate Planning
We do estate planning and probate, and we are GOOD at it. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to entry (we make it easy for you) 3. Estate tax reduction/elimination If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate Planning -…
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Estate planning with a non-US Citizen spouse (aka what is a QDOT?)

By: Christopher Small | March 12, 2019 | Estate Planning
Estate planning with a non-US Citizen spouse (aka what is a QDOT?)… PS – Click here to schedule a FREE strategy session with an estate planning attorney.
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Why Even Do Estate Planning (the selfish reason…)? | Estate Planning Daily 002

By: Christopher Small | March 10, 2019 | Estate Planning
I thought we’d get a little woo woo today, a little high level, and talk about why we should even do estate planning at all. There’s a selfish reason to do it, several selfish reasons, really, that I outline in the podcast (just click the play button at the top of the page… or watch the video). Enjoy!
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Why does estate planning matter anyway (the selfish version…)?

By: Christopher Small | March 10, 2019 | Estate Planning
Why does estate planning matter anyway (the selfish version…)? PS – Click here to schedule a FREE strategy session with an estate planning attorney.
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What is basis for income taxes and what’s a HUGE estate planning mistake people make related to basis?

By: Christopher Small | March 7, 2019 | Estate Planning
What is basis for income taxes and what’s a HUGE estate planning mistake people make related to basis? PS – Click here to schedule a FREE strategy session with an estate planning attorney.
watch now

What is the perfect estate plan for you?

By: Christopher Small | March 6, 2019 | Estate Planning
What is the perfect estate plan for you? PS – Click here to schedule a FREE strategy session with an estate planning attorney.
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