『Savvy Estate Planning』のカバーアート

Savvy Estate Planning

Savvy Estate Planning

著者: Jim Cunningham
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概要

This podcast will dive into talks about estate planning, trust administration, tax strategies, business planning, and more. Hosted by Jim Cunningham, each episode unravels the complexities of protecting your legacy — with insights, real-life stories, and examples to help you plan for the future with confidence. Whether you’re an entrepreneur, a family decision-maker, or just curious about securing your wealth, this podcast is your go-to guide for navigating life’s most important legal and financial decisions.

Jim Cunningham 2025
エピソード
  • How ADUs and Prop 19 Work Together for Estate Lawyers
    2026/03/10

    ADUs and Prop 19 were supposed to help California homeowners… yet they’ve created some of the trickiest estate planning problems we see today. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, help with prop 19, and tax planning.

    In this webinar, attorney Jim Cunningham breaks down why the mix of ADUs and Prop 19 can turn a clean estate plan into a complicated puzzle. We’ll cover property tax surprises, transfer restrictions, sibling tensions, and the ripple effects most families never expect. If you own an ADU or plan to leave property to the next generation, you need to understand these risks. Learn how to protect your estate before small details become expensive headaches.

    👉 Watch this video on our website: https://www.cunninghamlegal.com/why-adus-prop-19-are-a-nightmare-for-estate-lawyers/

    👉 For more on this topic: https://www.cunninghamlegal.com/blog/prop-13-prop-19-keeping-property-tax-caps-in-ca/

    👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer.

    SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1

    CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California.

    WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information

    FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys!

    PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

    #cunninghamlegal #estateplanning #livingtrust

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    58 分
  • How Long does Probate Take?... a LONG Time!
    2026/03/10

    If you’ve ever wondered how long probate really takes or why the process seems designed to test your patience, you’re not imagining it. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for help with a California Probate, estate planning, or trust administration.

    Probate moves slowly… and somehow still manages to feel even slower. In this webinar, attorney Dylan Recht breaks down real timelines, hidden delays, court backlogs, creditor periods, family disputes, and that legendary paperwork traffic jam that makes everything drag. We’ll show you what speeds things up, what absolutely doesn’t, and how to avoid the worst stumbling blocks. If you want clarity, realistic expectations, and fewer headaches, this is your guide to surviving probate’s long haul.

    👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer.

    SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1

    CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California.

    WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information

    FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys!

    PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

    #cunninghamlegal #estateplanning #livingtrust

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    1 時間 1 分
  • CA Prop 19: REAL EXAMPLES of Impacts on Property Taxes!
    2026/02/17

    We explore real-life examples of how Prop 19 impacts estates and taxes. See firsthand how transferring your property tax base under CA Prop 19 can lead to massive savings, while understanding the potential risks of increased taxes upon ownership changes. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for help with Prop 19, California property taxes, or estate planning.

    We compare different strategies to navigate these changes under California Prop 19 and protect your wealth. Jim Cunningham guides you through various scenarios, showing you which approaches best fit your needs. Whether you're a homeowner or planning your estate, this Prop 19 webinar is a must to secure your financial future.

    👉 Watch this video on our website: https://www.cunninghamlegal.com/ca-prop-19-real-examples-of-impacts-on-property-taxes/

    👉 For more on this topic: https://www.cunninghamlegal.com/blog/tax-planning-estate-taxes-charitable-trusts/

    👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer.

    SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1

    CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California.

    WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information

    FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys!

    PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

    #cunninghamlegal #estateplanning #livingtrust

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    1 時間 15 分
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