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Estate Planning

17 January

Why are revocable living trusts so long?

Estate Planning, January 17, 2022

Why are revocable living trusts so long? Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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10 January

3 reasons not to give your kids an inheritance.

Estate Planning, January 10, 2022

3 reasons not to give your kids an inheritance. Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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9 January

How We Change (and Why We Don’t)… | Rich Life Letter #018

Estate Planning, Newsletters, January 9, 2022

Here’s something you may not know about me: I read at least 20 pages of a book that teaches me something every day. That means I get through quite a.

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4 January

Credit Shelter Trust in pictures.

Estate Planning, January 4, 2022

Credit Shelter Trust in pictures. Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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3 January

Making the Most out of 2022 | Rich Life Letter #017

Estate Planning, Newsletters, January 3, 2022

If you know me well at all you know I’ve got a laundry list of things I want to do in 2022. I want to open more locations of CMS.

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3 January

Welcome to 2022!

Estate Planning, January 3, 2022

Welcome to 2022! Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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27 December

The Rabbit Hole… | Rich Life Letter #016

Estate Planning, Newsletters, December 27, 2021

You ever experience this as you think about estate planning? “Well what if x…?” “Oh well I’d do this… but then what if we did that and then y happens?”.

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22 December

How to Fund a Testamentary Trust.

Estate Planning, December 22, 2021

How to Fund a Testamentary Trust Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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13 December

Another IRA + Estate Tax Strategy.

Estate Planning, December 13, 2021

Another IRA + Estate Tax Strategy Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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12 December

Goals vs. Resolutions… | Rich Life Letter #015

Estate Planning, Newsletters, December 12, 2021

First things first, welcome back to the newsletter! It’s been quite some time since I’ve put this out, but it’s going to become a regular thing for me moving forward.

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