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Savvy Estate Planning
Jim Cunningham
106 episodes
2 days ago

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.

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Education
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All content for Savvy Estate Planning is the property of Jim Cunningham and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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.

Show more...
Education
Episodes (20/106)
Savvy Estate Planning
Irrevocable Trusts for Asset Protection (with examples)!
2 days ago
1 hour 1 minute

Savvy Estate Planning
Inside A Legal Consult! What Happens When You Meet a Lawyer?
2 days ago
1 hour

Savvy Estate Planning
The Big Beautiful Bill EXPLAINED!
2 days ago
56 minutes

Savvy Estate Planning
Remarried? Blended Family? CRITICAL Estate Planning Issues
2 weeks ago
57 minutes

Savvy Estate Planning
California Retirement Pitfalls to LOOK OUT For!
2 weeks ago
58 minutes

Savvy Estate Planning
Capital Gains is a HIDDEN Death Tax!
3 weeks ago
29 minutes

Savvy Estate Planning
Build Back Better TAX PLANNING 62.1% Tax Rate!
3 weeks ago
58 minutes

Savvy Estate Planning
Hidden Taxes When You Inherit
3 weeks ago
53 minutes

Savvy Estate Planning
Difference between a Trust and a Will!
4 weeks ago
50 minutes

Savvy Estate Planning
Do you have a GOOD Living Trust?
4 weeks ago
32 minutes

Savvy Estate Planning
Family Estate Plan MEETING: CA PROP 19 Inheritance Tips
1 month ago
2 hours 1 minute

Savvy Estate Planning
Inheritance STRATEGIES for Your Wealthy Children
1 month ago
40 minutes

Savvy Estate Planning
ANALYSIS for Estate, Financial Planning 2021: New Laws in CA
1 month ago
1 hour 28 minutes

Savvy Estate Planning
Strategic Financial & Estate CHOICES at Age 60, 70, or 80: Retirement
1 month ago
1 hour 1 minute

Savvy Estate Planning
Hiring Caregivers for Parents in CA: BEWARE Liability, Risk
1 month ago
1 hour

Savvy Estate Planning
What to do with Real Estate in a Living Trust?
1 month ago
29 minutes

Savvy Estate Planning
Community Property VS Separate Property? - Estate Problems
1 month ago
1 hour 12 minutes

Savvy Estate Planning
Will My Spouse and Kids Inherit Everything?
1 month ago
28 minutes

Savvy Estate Planning
How to CUT Your Tax Bill When Selling Real Property
2 months ago
55 minutes

Savvy Estate Planning
Why should you RETIRE in California?
2 months ago
31 minutes

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.