Savvy Estate Planning

Savvy Estate Planning

Por: Jim Cunningham
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.
106 episodios disponibles

Latest episodes of the podcast Savvy Estate Planning

Inside A Legal Consult! What Happens When You Meet a Lawyer? 06/01/2026
Irrevocable Trusts for Asset Protection (with examples)! 06/01/2026
The Big Beautiful Bill EXPLAINED! 06/01/2026
Capital Gains is a HIDDEN Death Tax! 18/12/2025
Build Back Better TAX PLANNING 62.1% Tax Rate! 18/12/2025
Hidden Taxes When You Inherit 18/12/2025
Family Estate Plan MEETING: CA PROP 19 Inheritance Tips 04/12/2025
Hiring Caregivers for Parents in CA: BEWARE Liability, Risk 20/11/2025
ANALYSIS for Estate, Financial Planning 2021: New Laws in CA 20/11/2025
Strategic Financial & Estate CHOICES at Age 60, 70, or 80: Retirement 20/11/2025
Why RETIRING IN CALIFORNIA May Actually Be a Smart Idea 06/11/2025
Why should you RETIRE in California? 06/11/2025
How to CUT Your Tax Bill When Selling Real Property 06/11/2025
How to Avoid and Defer Capital Gains Tax 14/08/2025
How Wealthy People Structure Estates to Reduce Taxes 14/08/2025
CA Prop 19 URGENT Property Owner Actions: Save Your Prop 13! 14/08/2025
Prop 19 Loopholes: Setting Your Family Up for Prop 13 Success 05/05/2025
Donor Advised Funds vs Private Foundations 29/07/2025
Asset Protection in CA: NEW ERA in PRPs, Homestead Exemption 29/07/2025
When Should You Have a Comprehensive Financial Plan? 22/07/2025
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