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Savvy Estate Planning

Podcast by Jim Cunningham

English

Technology & science

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About 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.

All episodes

159 episodes

episode Who Needs a Living Trust? artwork

Who Needs a Living Trust?

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. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ [https://www.cunninghamlegal.com/book-your-appointment/] for estate planning, creating a living trust, and probate avoidance. 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. CHAPTERS 👉 Watch this video on our website: https://www.cunninghamlegal.com/who-needs-a-living-trust/ [https://www.cunninghamlegal.com/who-needs-a-living-trust/] 👉 For more on this topic: 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/] 👉 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!

30 Jun 2026 - 1 h 15 min
episode If Someone Dies with DEBT... Who Pays It? artwork

If Someone Dies with DEBT... Who Pays It?

What happens to debt after death? Learn who pays, what creditors collect, and how estates, trusts, spouses, kids are protected. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ [https://www.cunninghamlegal.com/book-your-appointment/] for answers on debts, creditors, trusts, family, or heirs. 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. 👉 Watch this video on our website: https://www.cunninghamlegal.com/if-someone-dies-with-debt-who-pays-it/ [https://www.cunninghamlegal.com/if-someone-dies-with-debt-who-pays-it/] 👉 For more on this topic: 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/] 👉 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!

23 Jun 2026 - 1 h 3 min
episode Estate Planning for $15M Estate artwork

Estate Planning for $15M Estate

Build a $15M estate plan that protects your spouse, shields your kids’ inheritance, and reduces taxes while creating impact! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ [https://www.cunninghamlegal.com/book-your-appointment/] to protect your family’s wealth, design smart tax strategies, and create a legacy plan that actually works. You did the hard part. You built a $15 million estate. Now comes the part most people fumble. In this straight-talking webinar, estate attorney Jim Cunningham walks you through how to turn wealth into a lasting legacy. We cover how to protect your spouse, safeguard your children’s inheritance from lawsuits and divorce, and use strategic gifting to reduce future estate taxes. You will also learn how to support causes you care about without giving Uncle Sam a bigger slice than necessary. This is not theory. It is practical planning that puts your money to work for your family and your values. 👉 Watch this video on our website: https://www.cunninghamlegal.com/estate-planning-for-15m-estate/ [https://www.cunninghamlegal.com/estate-planning-for-15m-estate/] 👉 For more on this topic: 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/] 👉 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!

16 Jun 2026 - 1 h 16 min
episode Oil and Gas Investing Explained! Tax Benefits for High Earners artwork

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 Jun 2026 - 59 min
episode Before Selling or Merging a Law Practice in California... Watch THIS! artwork

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 Jun 2026 - 1 h 34 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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