Billede af showet Savvy Estate Planning

Savvy Estate Planning

Podcast af Jim Cunningham

engelsk

Videnskab & teknologi

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Læs mere Savvy Estate Planning

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.

Alle episoder

156 episoder

episode Oil and Gas Investing Explained! Tax Benefits for High Earners cover

Oil and Gas Investing Explained! Tax Benefits for High Earners

Oil and gas investing is not just about energy. It is about taxes, cash flow, and planning opportunities built directly into the U.S. tax code. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ [https://www.cunninghamlegal.com/book-your-appointment/] for tax planning, estate planning, and investment planning. In this educational webinar, attorney and author Jim Cunningham joins the financial advisors at Ascent Wealth Management to break down the potential tax benefits of oil and gas investments for self employed professionals and W-2 high income earners. We will explain how long standing incentives like intangible drilling costs and depletion allowances work, why they have existed for nearly a century, and who they may benefit today. We will also discuss current developments in the oil and gas industry, production expectations, and how the political climate impacts domestic energy dominance and independence. If you are looking for alternative investments with real tax strategy implications, this conversation is worth your time. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ [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 [https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1] CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ [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 [https://www.CunninghamLegal.com] for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/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!

9. juni 2026 - 59 min
episode Before Selling or Merging a Law Practice in California... Watch THIS! cover

Before Selling or Merging a Law Practice in California... Watch THIS!

Thinking about selling your estate planning practice or merging with another firm? In this webinar, Jim Cunningham explains what CunninghamLegal looks for when acquiring or merging with a California estate planning firm. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ [https://www.cunninghamlegal.com/book-your-appointment/] for help selling your practice, to merge a law practice, or for advice on the law firm sale process. Drawing from nearly 30 successful mergers, Jim walks through key elements of a sale, including valuation basics, client transition planning, ethical duties, revenue sharing, and phased retirement options. Selling your practice is about more than price. It is about legacy and client care. 👉 Watch this video on our website: https://www.cunninghamlegal.com/selling-or-merging-a-law-practice-in-california/ [https://www.cunninghamlegal.com/selling-or-merging-a-law-practice-in-california/] 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ [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 [https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1] CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ [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 [https://www.CunninghamLegal.com] for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/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!

2. juni 2026 - 1 h 34 min
episode Asset Protection and the Corporate Veil cover

Asset Protection and the Corporate Veil

Unlock the secrets of asset protection & avoid lifting the corporate veil in our must-see webinar led by attorney Jim Cunningham. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ [https://www.cunninghamlegal.com/book-your-appointment/] for attorneys well-versed in corporate veil company law, to learn more about the corporate veil, and general estate planning for your business. Join seasoned attorney Jim Cunningham in this enlightening webinar to explore the complexities of how LLCs, Partnerships, and Corporations can be used to protect assets. Learn about the "corporate veil" and its crucial role in liability protection. Who is protected by the corporate veil? Understand the consequences of lifting the corporate veil under corporate law and how a creditor can, and can’t, pierce this veil. Learn about the strategic use of a Holding Company, the importance of up-to-date legal documents, business succession planning, and robust exit packages, especially for incapacity scenarios. This essential webinar provides valuable insights for business owners looking to fortify legal protections, reduce risk, and have smooth operational transitions. Don't miss this unique learning opportunity! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ [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. To watch this video on the website, click here https://www.cunninghamlegal.com/asset-protection-using-llcs-partnerships-and-corporations-the-right-way/ [https://www.cunninghamlegal.com/asset-protection-using-llcs-partnerships-and-corporations-the-right-way/] For more information about Business Law, click here https://www.cunninghamlegal.com/california-legal-services/business-law/ [https://www.cunninghamlegal.com/california-legal-services/business-law/] SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 [https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1] CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ [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 [https://www.CunninghamLegal.com] for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/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!

26. maj 2026 - 52 min
episode How to Keep Assets Private & PROTECT them from Creditors cover

How to Keep Assets Private & PROTECT them from Creditors

Asset Protection Attorney California discusses Asset Protection laws California - from divorce, creditors, lawsuits. 👉 Book a Call at https://cunninghamlegal.com/book-your [https://cunninghamlegal.com/book-your]... to strategize how to protect your assets in California. Is there a way to keep your name off your assets? Can you protect, even hide them from creditors and predators? From divorce? From lawsuits? From bankruptcy court? Join leading lawyer Jim Cunningham as he lays out the top strategies employed by the rich and famous to hold title as anonymously and as safely as possible. Just to be clear, what we’re not talking about is hiding assets illegally. We’re talking about protecting your assets from bankruptcy, creditors, lawsuits, divorce and the like. Among the many topics we cover in this legal webinar are: The importance of privacy What Individual, Trust, and Entity mean Inside Liability and Outside Liability Classes of threats to assets including: Taxation Tort liability Debt collection Methods of protections such as Statutory Protections, Trusts, etc. Advantages of LLCs Click here for homestead exemption documents: https://arcc.sdcounty.ca.gov/Documents/DH.pdf [https://arcc.sdcounty.ca.gov/Documents/DH.pdf] To watch this legal webinar on our site, click here: https://www.cunninghamlegal.com/legal_webinars/how-to-keep-assets-private-protect-them-from-creditors/ [https://www.cunninghamlegal.com/legal_webinars/how-to-keep-assets-private-protect-them-from-creditors/] To learn more about asset protection, click here:' https://www.cunninghamlegal.com/california-legal-services/asset-protection/ [https://www.cunninghamlegal.com/california-legal-services/asset-protection/] 👉 Book a Call at https://cunninghamlegal.com/book-your [https://cunninghamlegal.com/book-your]... for California Living Trusts, Estate Planning, and Trust Administration. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdM [https://www.youtube.com/channel/UCpdM]... CONTACT us at https://cunninghamlegal.com/californi [https://cunninghamlegal.com/californi]... 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 [https://www.CunninghamLegal.com] for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/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!

26. maj 2026 - 49 min
episode Income Tax is a Hidden DEATH Tax! cover

Income Tax is a Hidden DEATH Tax!

Income tax from house property, income tax from salary, income tax from rental property, generation-skipping, and inheritance taxes, could all become a death tax to your heirs! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ [https://www.cunninghamlegal.com/book-your-appointment/] for income tax planning, death tax planning, and overall expert tax planning. Do you know how to protect inherited wealth from unexpected tax burdens that could eat away at it? From federal estate taxes to income tax on IRAs, capital gains, and property tax reassessments, attorney & certified specialist Jim Cunningham will guide you through the complexities of managing these taxes. We’ll delve into the often-overlooked California inheritance tax implications that can significantly impact your assets. Plus, discover strategies to minimize your California inheritance tax burden! Don’t let unexpected tax burdens catch you off guard—arm yourself with knowledge and strategies to preserve your family’s wealth and fully understand what happens when you inherit money. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ [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 [https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1] CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ [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 [https://www.CunninghamLegal.com] for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/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!

19. maj 2026 - 23 min
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En fantastisk app med et enormt stort udvalg af spændende podcasts. Podimo formår virkelig at lave godt indhold, der takler de lidt mere svære emner. At der så også er lydbøger oveni til en billig pris, gør at det er blevet min favorit app.
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