『Savvy Estate Planning』のカバーアート

Savvy Estate Planning

Savvy Estate Planning

著者: Jim Cunningham
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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
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  • How to Avoid and Defer Capital Gains Tax
    2025/08/14

    Worried about capital gains tax liability? Do you have income from capital gain? What can you do about capital gain income tax? 👉 Book a Call at https://www.cunninghamlegal.com/book-... for help with income from capital gain, estate planning, or tax planning. This video is a must-watch for anyone dealing with capital gain tax on property sale, capital gain income tax, ca inter capital gain, and capital gain tax in stock market. Reduce the bite of capital gain tax! This webinar demystifies key strategies for deferring and avoiding capital gains taxes, whether you're dealing with income from capital gain, a property sale, or other assets. Learn about legal methods such as tax-loss harvesting and 1031 exchanges to potentially reduce or even eliminate your capital gain income tax from attorney and author, Jim Cunningham. 👉 Book a Call at https://www.cunninghamlegal.com/book-... 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/CunninghamL... CONTACT us at https://www.cunninghamlegal.com/calif... 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!

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    50 分
  • How Wealthy People Structure Estates to Reduce Taxes
    2025/08/14

    Secret methods using Living Trusts the wealthy use to reduce taxes revealed by expert estate planning attorney in California 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, tax planning, and wealth management tips. How do wealthy people use tried-and-true estate planning techniques to reduce death taxes, capital gains taxes, gift taxes, and preserve Prop 13 tax caps on California real estate? Join Attorney Jim Cunningham, bestselling author of “Savvy Estate Planning,” as he walks you through three in-depth case studies. You will gain valuable insight into the sophisticated, “advanced planning techniques” that have been too long hidden from view by the top lawyers in the field! Don’t miss this legal webinar. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. To learn more about advanced tax planning for high net worth families, click here: https://www.cunninghamlegal.com/california-legal-services/advanced-tax-planning/ To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/how-wealthy-people-structure-estates-to-reduce-taxes/ 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!

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    1 時間
  • CA Prop 19 URGENT Property Owner Actions: Save Your Prop 13!
    2025/08/14

    IMPORTANT: Prop 19 changes property tax rights in California Feb 16, 2021: How to save your Prop 13, Estate Planning Attorneys. Our California Living Trust and Estate Planning attorneys are experts in Prop 19 transfer strategies and will explain how to save potentially hundreds of thousands, depending on the size of your estate! Protect your trust and heirs who will no longer inherit the Proposition 13 cap on your property after February 16, 2021. Do your Prop 13 preservation and Proposition 19 protection now! In this legal webinar, the best estate planning attorneys for the job, CunninghamLegal CEO Jim Cunningham and expert California estate planning attorney Conner Clemons discuss urgent issues surrounding Prop 19. The passage of Proposition 19 on the November ballot radically alters the landscape of PROPERTY TAXATION in California. Along with changing rules on tax assessment transfers, Prop 19 destroys or threatens the inheritance of Prop 13 caps on single-family, multi-family, commercial, and industrial property. In this URGENT LEGAL WEBINAR, our experts examine the consequences and possible change of ownership strategies for property owners: anyone with children or grandchildren may want to consider immediate action before the law takes effect on February 16, 2021! To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/ca-prop-19-urgent-property-owner-actions-save-your-prop-13/ For more information about Prop 13 and Prop 19, click here: https://www.cunninghamlegal.com/california-legal-services/california-prop-13-protection-prop-19-strategy/ 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdMslQdMA4GqQtzvCsdEXg CONTACT us at https://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!

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    1 時間 54 分
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