by Christopher Small | September 13, 2026 | Estate Planning, Newsletters
If you couldn’t tell by the headline, this week, Monday through Wednesday, I’ll be off hanging out at Camp Seymour with my son and the rest of his fifth grade.
by Christopher Small | September 7, 2026 | Estate Planning, Newsletters
Happy Monday. Yes, I said Monday. We’re closed today for Labor Day, so I thought we’d bump this week’s blog out a day. It also got me thinking about what.
by Christopher Small | August 30, 2026 | Estate Planning, Newsletters
I thought today we’d lighten things up with a question from someone out there in the YouTube verse. This is a real question from a real person, with a real.
by Christopher Small | August 23, 2026 | Estate Planning, Newsletters
If you have kids still going to school, this is a bittersweet time of the year as they head back for another year of learning and growth. Well, bittersweet for.
by Christopher Small | August 9, 2026 | Estate Planning, Newsletters
First, let’s talk about what doesn’t matter with a trust (necessarily) – money. People often have trusts without a lot of assets, because they provide the functionality they need. Here.
by Christopher Small | July 26, 2026 | Estate Planning, Newsletters
Happy Sunday! This week I wanted to talk about something that’s a little depressing, but also empowering if you choose to view it that way. My parents are visiting this.
by Christopher Small | July 12, 2026 | Estate Planning, Newsletters
Happy Sunday from sunny and rainy Austin, Texas! We had a great mastermind meeting this week and talked about everything from AI, to accounting and taxes, to client service, to.
by Christopher Small | July 5, 2026 | Estate Planning, Newsletters
Happy Sunday! And, happy birthday USA! I’m sure I’ve said this before, but I don’t think I can say it enough. For all the things people are unhappy with about.
by Christopher Small | June 21, 2026 | Estate Planning, Newsletters
Happy Sunday! And, if you’re a dad, Happy Father’s Day! I grew up with two dads. My biological dad, and my step-dad. Both were in my life, but in very.
by Christopher Small | June 14, 2026 | Estate Planning, Newsletters
There are many reasons to make sure you have a Will, and as of last week, the State of Washington has decided to give you another one. Last week a.