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Savvy Estate Planning
Jim Cunningham
91 episodes
11 hours 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 (20/91)
Savvy Estate Planning
Will My Spouse and Kids Inherit Everything?
11 hours ago
28 minutes

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

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

Savvy Estate Planning
Why should you RETIRE in California?
1 week ago
31 minutes

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

Savvy Estate Planning
Why RETIRING IN CALIFORNIA May Actually Be a Smart Idea
1 week ago
51 minutes

Savvy Estate Planning
Is Adding Your Child to Your Title a Bad Idea?
2 weeks ago
50 minutes

Savvy Estate Planning
Don't Get Trapped: Spotting the Signs of a BAD Living Trust
2 weeks ago
37 minutes

Savvy Estate Planning
RETHINK Your California Retirement Planning Strategy
4 weeks ago
1 hour 5 minutes

Savvy Estate Planning
How to Screw Up an Estate: Will and Trust Disasters
4 weeks ago
1 hour 3 minutes

Savvy Estate Planning
PROTECT a Child’s INHERITANCE from Future Ex-Spouse: Estate Planning Tips!
4 weeks ago
26 minutes

Savvy Estate Planning
Top 10 MISTAKES Handling Aging Parents’ Affairs: Estate Planning Tips!
4 weeks ago
1 hour 2 minutes

Savvy Estate Planning
What is an AB Trust?
4 weeks ago
17 minutes

Savvy Estate Planning
5 Top Strategies to AVOID Death Taxes
1 month ago
54 minutes

Savvy Estate Planning
Prop 13 California: How it Benefits us Today
1 month ago
36 minutes

Savvy Estate Planning
Advanced Strategies to Lower YOUR Income Taxes: Tax Tips!
1 month ago
53 minutes

Savvy Estate Planning
ADVANCED Tax Strategies-- Successes & Catastrophes
1 month ago
59 minutes

Savvy Estate Planning
How to Buy Out Sibling & PRESERVE Prop 13 if Parents Pass: Prop 19
1 month ago
44 minutes

Savvy Estate Planning
CA PROP 19 LEGAL STRATEGIES: Preserve CA Prop 13 Estate Planning
1 month ago
1 hour 5 minutes

Savvy Estate Planning
LEAVE California to Retire? Is the Grass Really Greener? TIP
1 month ago
49 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.