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Estate Planning

4 June

When Someone Dies do You HAVE to Liquidate Investments?

Estate Planning, June 4, 2021

When Someone Dies do You HAVE to Liquidate Investments? Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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2 June

This is Not Financial Advice… | Rich Life Letter #014

Estate Planning, Newsletters, June 2, 2021

I don’t know about you, but a couple of weeks ago everyone in my world was talking about cryptocurrency. And not just the regular players, Bitcoin and Etherium. Dogecoin was.

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2 June

Should You Worry About Biden’s Estate Tax Proposals?

Estate Planning, June 2, 2021

Should You Worry About Biden’s Estate Tax Proposals? Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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1 June

Hold Property in Joint Tenancy or Tenancy in Common?

Estate Planning, June 1, 2021

Hold Property in Joint Tenancy or Tenancy in Common? 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 May

What Happens to IRAs if they are Probated?

Estate Planning, May 27, 2021

What Happens to IRAs if they are Probated? 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 May

Is Do Not Resuscitate Part of Estate Planning?

Estate Planning, May 25, 2021

Is Do Not Resuscitate Part of 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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24 May

What if You Have No Beneficiary Listed on Your Account?

Estate Planning, May 24, 2021

What if You Have No Beneficiary Listed on Your Account? Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning.

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9 May

The Mother Lode… | Rich Life Letter #013

Estate Planning, Newsletters, May 9, 2021

First things first, I googled it. It’s definitely lode and not load. Second things second, as today is Mother’s Day, I needed to work the word mother into the title.

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4 April

You Only Get One Life… | Rich Life Letter #012

Estate Planning, Newsletters, April 4, 2021

It’s Easter, yes, but this email is not about that. If you celebrate Easter, I hope you had a great one. If you don’t, I hope you had a great.

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29 March

Is a Tax Refund a Good Thing? | Rich Life Letter #011

Estate Planning, Newsletters, March 29, 2021

If you weren’t aware, it’s tax season! I thought I’d brighten your day by giving you one more thing to think about when it comes to your income taxes. Before.

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