QUICK ANNOUNCEMENT – I was going to talk about asset protection today in this month’s estate planning deep dive, but instead I’m going to share a talk I did with some investors on dynasty trusts earlier this week. Here’s the link to catch the replay of my talk: https://youtu.be/8RRWuvOFlPU Changes… Last week was Sandra’s last week in the office. If you don’t know who Sandra is, she’s been a paralegal in my office for about 2.5 years. She’s really good…
The biggest creditor your estate will face. Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.
Leadership. Yesterday I did a Q&A session with some real estate investors. They wanted to know about dynasty trusts. Translation = they wanted to know how to create a system of perpetual wealth for their family. And, while I told them all about the nuts and bolts of estate planning, of setting up trusts and creating a system designed to last forever, I kept coming back to one thing. LEADERSHIP. It’s impossible to create things that last forever (or even…
When are you entitled to look at a will? Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.
When do estate planning documents stop working? Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.
What is a dynasty trust? Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.
Estate planning document storage. Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.
