Savvy Estate Planning
Claim This Podcastby Jim Cunningham
Podcast Authority
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Podcast Overview
<p>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. </p>
Language
🇺🇲
Publishing Since
5/2/2025
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Recent Episodes
July 7, 2026
Estate Planning for a $50 Million Estate
<p>At this level, estate planning is no longer just about avoiding probate. It becomes a sophisticated balance of tax planning, asset protection, business succession, and preserving wealth across generations. 👉 Book a Call at <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cunninghamlegal.com/book-your-appointment/">https://www.cunninghamlegal.com/book-your-appointment/</a> for estate planning, tax planning, and family wealth planning. </p><p>When your estate reaches $50 million, the stakes rise quickly and even small mistakes can cost your family millions. In this advanced webinar, leading attorney and CEO, Jim Cunningham, shares practical strategies used by high net worth families to protect substantial estates in today's changing legal and tax environment. Attendees gain insight into advanced trust planning, gifting strategies, family business transitions, and ways to reduce estate tax exposure while maintaining flexibility and control. Drawing from decades of experience in advising affluent families, Jim provides practical guidance to help families preserve wealth and protect their legacy for generations to come. </p><p>CHAPTERS </p><p>👉 Watch this video on our website: <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cunninghamlegal.com/estate-planning-for-a-50-million-estate/">https://www.cunninghamlegal.com/estate-planning-for-a-50-million-estate/</a> </p><p>👉 For more on this topic: <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cunninghamlegal.com/blog/tax-planning-estate-taxes-charitable-trusts/">https://www.cunninghamlegal.com/blog/tax-planning-estate-taxes-charitable-trusts/</a> </p><p>👉 Book a Call at <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cunninghamlegal.com/book-your-appointment/">https://www.cunninghamlegal.com/book-your-appointment/</a> to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer. </p><p>SUBSCRIBE to California Estate Planning YouTube Channel <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1">https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1</a> </p><p>CONTACT us at <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cunninghamlegal.com/california-law-offices/contact/">https://www.cunninghamlegal.com/california-law-offices/contact/</a> 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. </p><p>WEBSITE: <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.CunninghamLegal.com">https://www.CunninghamLegal.com</a> for California Estate Planning information </p><p>FREE LEGAL WEBINARS: <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.CunninghamLegal.com/webinars">https://www.CunninghamLegal.com/webinars</a> includes Q&As with expert attorneys! </p><p>PHONE: 1-866-988-3956 for a consultation on a California Living Trust!</p>
June 30, 2026
Who Needs a Living Trust?
<p>Who really needs a living trust? A living trust can help you avoid probate, maintain privacy, and create a clear plan for managing your assets if you become incapacitated. </p><p>👉 Book a Call at <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cunninghamlegal.com/book-your-appointment/">https://www.cunninghamlegal.com/book-your-appointment/</a> for estate planning, creating a living trust, and probate avoidance. </p><p>If you own real estate, have minor children, run a business, or simply want to make life easier for your family, a living trust may be the right tool. In this webinar led by attorney Jim Cunningham, we explain who benefits most from a living trust, how it works, and when a simple will is not enough. Planning today prevents chaos tomorrow. Register and find out if a living trust makes sense for you. </p><p>CHAPTERS </p><p>👉 Watch this video on our website: <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cunninghamlegal.com/who-needs-a-living-trust/">https://www.cunninghamlegal.com/who-needs-a-living-trust/</a> </p><p>👉 For more on this topic: <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cunninghamlegal.com/blog/estate-planning-basics-wills-living-trusts-poas-and-the-role-of-your-attorney/">https://www.cunninghamlegal.com/blog/estate-planning-basics-wills-living-trusts-poas-and-the-role-of-your-attorney/</a> </p><p>👉 Book a Call at <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cunninghamlegal.com/book-your-appointment/">https://www.cunninghamlegal.com/book-your-appointment/</a> to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer. </p><p>SUBSCRIBE to California Estate Planning YouTube Channel <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1">https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1</a> </p><p>CONTACT us at <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cunninghamlegal.com/california-law-offices/contact/">https://www.cunninghamlegal.com/california-law-offices/contact/</a> 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. </p><p>WEBSITE: <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.CunninghamLegal.com">https://www.CunninghamLegal.com</a> for California Estate Planning information </p><p>FREE LEGAL WEBINARS: <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.CunninghamLegal.com/webinars">https://www.CunninghamLegal.com/webinars</a> includes Q&As with expert attorneys! </p><p>PHONE: 1-866-988-3956 for a consultation on a California Living Trust!</p>
June 23, 2026
If Someone Dies with DEBT... Who Pays It?
<p>What happens to debt after death? Learn who pays, what creditors collect, and how estates, trusts, spouses, kids are protected. 👉 Book a Call at <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cunninghamlegal.com/book-your-appointment/">https://www.cunninghamlegal.com/book-your-appointment/</a> for answers on debts, creditors, trusts, family, or heirs.</p><p>After a person dies, spouses, families and other loved ones are often left with unanswered questions about bills, creditors, and responsibility. This webinar explains what really happens when people die with debt, who is legally responsible for paying it, and when children, spouses and loved ones are not on the hook. Learn how debts are handled through estates and trusts, which obligations die with the borrower, and what creditors can and cannot collect. Clear, practical, and reassuring, this program is designed to replace fear with facts and help families avoid costly mistakes. Register now for this webinar led by estate planning attorney Jim Cunningham.</p><p>👉 Watch this video on our website: <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cunninghamlegal.com/if-someone-dies-with-debt-who-pays-it/">https://www.cunninghamlegal.com/if-someone-dies-with-debt-who-pays-it/</a></p><p>👉 For more on this topic: <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cunninghamlegal.com/blog/after-a-death-trust-administration-trustees-executors-and-probate/">https://www.cunninghamlegal.com/blog/after-a-death-trust-administration-trustees-executors-and-probate/</a></p><p>👉 Book a Call at <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cunninghamlegal.com/book-your-appointment/">https://www.cunninghamlegal.com/book-your-appointment/</a> to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer. </p><p>SUBSCRIBE to California Estate Planning YouTube Channel <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1">https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1</a> </p><p> </p><p>CONTACT us at <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cunninghamlegal.com/california-law-offices/contact/">https://www.cunninghamlegal.com/california-law-offices/contact/</a> 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. </p><p> </p><p>WEBSITE: <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.CunninghamLegal.com">https://www.CunninghamLegal.com</a> for California Estate Planning information</p><p> </p><p>FREE LEGAL WEBINARS: <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.CunninghamLegal.com/webinars">https://www.CunninghamLegal.com/webinars</a> includes Q&As with expert attorneys!</p><p> </p><p>PHONE: 1-866-988-3956 for a consultation on a California Living Trust!</p>
156 total episodes available
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- What is Savvy Estate Planning?
<p>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. </p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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