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Estate Planning

8 December

How to “stretch” an IRA with a Charitable Remainder Trust.

Estate Planning, December 8, 2021

How to “stretch” an IRA with a Charitable Remainder Trust Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning.

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2 December

What is the Unlimited Marital Deduction?

Estate Planning, December 2, 2021

What is the Unlimited Marital Deduction? Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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29 November

Real estate in trust. How to sell/refi?

Estate Planning, November 29, 2021

Real estate in trust. How to sell/refi? Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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15 November

Estate Taxes and the Unlimited Marital Deduction.

Estate Planning, November 15, 2021

Estate Taxes and the Unlimited Marital Deduction. 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 November

Foreign Assets and US Estate Planning.

Estate Planning, November 12, 2021

Foreign Assets and US Estate Planning Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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8 November

What is a QTIP Trust and Can It Reduce Estate Taxes?

Estate Planning, November 8, 2021

What is a QTIP Trust and Can It Reduce Estate Taxes? Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate.

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1 November

Biden estate tax change proposal update.

Estate Planning, November 1, 2021

Biden estate tax change proposal update. Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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25 October

The Right Way to Give Retirement Accounts to Charity After Death.

Estate Planning, October 25, 2021

The Right Way to Give Retirement Accounts to Charity After Death Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate.

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11 October

What is a Ladybird Deed?

Estate Planning, October 11, 2021

What is a Ladybird Deed? Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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7 October

Trust Distributions Done Wrong.

Estate Planning, October 7, 2021

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

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