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

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Taxes be GONE: Charitable Trusts, Giving in Estate Planning 22/07/2025
2026 Estate Tax Exemption Sunset: Opportunities and Risks for Your Estate Plan 22/07/2025
Passive Income Streams: Thinking beyond real estate 24/06/2025
Prop 19 California: What is it? 24/06/2025
Oil and Gas Investing is A Tax Mitigation Strategy 24/06/2025
Prop 13 California: How it Benefits us Today 09/10/2025
Advanced Strategies to Lower YOUR Income Taxes: Tax Tips! 09/10/2025
5 Top Strategies to AVOID Death Taxes 09/10/2025
How to Buy Out Sibling & PRESERVE Prop 13 if Parents Pass: Prop 19 02/10/2025
CA PROP 19 LEGAL STRATEGIES: Preserve CA Prop 13 Estate Planning 02/10/2025
ADVANCED Tax Strategies-- Successes & Catastrophes 02/10/2025
Real Estate Investing... NOT in California! 02/09/2025
Selling a Family Business? Don’t Ignore Tax Issues! 02/09/2025
Business Owners: KEY Estate & Tax Planning Issues 17/06/2025
Hidden Legal TRAPS for California Residential Rental Landlords: Real Estate Tips 17/06/2025
Using an LLC for Real Estate Investing: The Ultimate Guide 13/05/2025
LLC vs Corporation: Which Is BEST for My Business? 13/05/2025
Why & HOW to Use an LLC for Real Estate Investing in CA 13/05/2025
Do Your Adult Children Know WHAT TO DO When You Die? 07/08/2025
How to PREPARE Financially for the Death of a Spouse 07/08/2025
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