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

Mostrando página 4 de 6

Inheritance STRATEGIES for Your Wealthy Children 27/11/2025
Community Property VS Separate Property? - Estate Problems 13/11/2025
Will My Spouse and Kids Inherit Everything? 13/11/2025
What to do with Real Estate in a Living Trust? 13/11/2025
Is Adding Your Child to Your Title a Bad Idea? 30/10/2025
Don't Get Trapped: Spotting the Signs of a BAD Living Trust 30/10/2025
RETHINK Your California Retirement Planning Strategy 16/10/2025
How to Screw Up an Estate: Will and Trust Disasters 16/10/2025
Top 10 MISTAKES Handling Aging Parents’ Affairs: Estate Planning Tips! 16/10/2025
PROTECT a Child’s INHERITANCE from Future Ex-Spouse: Estate Planning Tips! 16/10/2025
What is an AB Trust? 16/10/2025
Savvy Estate Planning: Avoid the Top 10 MISTAKES 23/09/2025
Joint vs Separate Living Trust: What’s Right for YOU 23/09/2025
What Do I Do If I SUDDENLY Become a Successor Trustee? 16/09/2025
Special Needs Trusts: A Lifeline for Your Loved One's Future 16/09/2025
Multi-Generational Estate Planning: LONG-TERM TIPS 16/09/2025
What is Estate Planning? Avoid Probate, Save Taxes & Protect Your Legacy 09/09/2025
How Do Trusts WORK? 09/09/2025
What NOT to Put in Your Living Trust 28/08/2025
How Can Successor Trustees Get PAID? 28/08/2025
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