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 5 de 6

How to Best Own Investment Real Estate: LLCs, Joint Tenancy, Trusts? 28/08/2025
What is a Living Trust? Living Trusts EXPLAINED 21/08/2025
Strategies to Help Your Child BUY A HOME: Gift, Title, Will & Trust 21/08/2025
Gifting Money to Family: Savvy Estate Planning 21/08/2025
Estate Planning Documents CRITICAL By 55 - Avoid Squabbles 08/07/2025
AB Trusts: The Good, The Bad, and The Ugly 08/07/2025
How to Leave Your Kids a Fortune Without Ruining Their Lives! 08/07/2025
What is a Trust Protector and Do I NEED One? Estate Planning Tips 01/07/2025
Trustees AT RISK – How to Avoid Being Sued or Even Jailed 01/07/2025
Uncover Hidden Traps in Your Living Trust: Virtual WORKSHOP! 01/07/2025
Roles of People Named in a Trust: Trustees, Beneficiaries, & More 03/06/2025
Independent Trustee: Should you have one for your Living Trust? 03/06/2025
What Will Updating a Living Trust Cost and WHY? 27/05/2025
Dynasty Trusts: Not Just for the Super Rich! 27/05/2025
Funding a Living Trust: 5 Ways! 27/05/2025
ADVANCED Estate Planning for High Net Worth Families: Tax Tips 29/07/2025
FUNDAMENTALS to Get Started on a Living Trust: Estate Tips! 05/05/2025
The True Cost of RETIRING in California: What You Need To Know 05/05/2025
Retiring in California: Pros and Cons 05/05/2025
The Top Ten Estate Planning MISTAKES: Avoid Disaster! Tips 05/05/2025
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