Jim Cunningham
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.
Author
Jim Cunningham
Category
Podcast website
Latest episode
Jul 7, 2026
Where to listen?
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Episodes
Retiring in California: Pros and Cons 05.05.2025 40:06
Thinking of retiring in California? Learn the pros & cons in our webinar. From taxes to lifestyle, get informed on all you need for a golden retirement. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for retirement planning, estate planning, and California living trusts. Join us for a comprehensive webinar led by Attorney Jim Cunningham to explore the pros and cons of...
Right and Wrong Things to Do When You INHERIT Money 05.05.2025 39:28
California Estate Planning Attorney explains how one wrong decision could cost you your entire inheritance! 👉 Book a Call at https://cunninghamlegal.com/book-your ... to structure your inheritance so it works for you in retirement! There are right ways to inherit. And there are some very wrong ways to inherit. Have you come into $500K? $1M? $2M? In this critical moment, one wrong decision could c...
Estate Planning for Widows & Widowers: When Your Spouse Dies 05.05.2025 27:54
Not sure what to do when your spouse dies? Navigate through the estate planning essentials & learn strategies to help secure your financial future. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for trust administration, estate planning, and information on living trusts. Did you know, in most circumstances in 2025, you need to lodge a will within 30 days of your spous...
Probate Process From Start To Finish 05.05.2025 40:11
Unlock the secrets of probate in California! Learn about the process, exceptions, and how to go to probate court with a will- or probate court no will. Watch now! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for assistance with probate court, help with the probate process, or estate planning. Discover the essentials of the probate process in California in this informati...
California Probate: Costs, Navigation, and Probate Alternatives 02.05.2025 47:02
Why is probate bad in California? And why is California probate so expensive? Navigating the California probate process can be dauntingly complex and more than costly. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for help with probate, trust administration, and for expert attorney advice. This video by expert Estate Planning Attorney Jim Cunningham, breaks down the prob...
Settling a Trust After Death: Dissolving a Trust! 02.05.2025 59:17
Are you wondering how to dissolve a trust after death? Explore the complexities of trust termination and the steps of a trust administration. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, trust administration, or with help settling a trust. Gain insights into how to terminate a trust, including the distribution of assets and managing tax implications...
What to DO with Real Estate After Somebody Dies? 02.05.2025 1:07:09
In California, when someone dies who is responsible for their estate? What do you do with real estate after someone dies? Most of the time, it depends on how Title is held. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, real estate sales, and trust administration. Do you know what NOT to do when someone dies? Learn how to efficiently manage real estat...
Difference between a Trust and a Will! 02.05.2025 50:55
Trust vs Will: what's the best choice for estate planning? What's the difference between a trust and a will? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for creating a Will, creating a Trust, and estate planning. This enlightening legal webinar unravels these complex legal concepts into easily understandable terms. Learn the key differences between a will vs trust, and...
Why You Shouldn’t Add Your Child to Your Title on Your House 02.05.2025 50:20
Are you considering adding your child’s name to your house title as a means of simplifying inheritance? Before you make this significant decision, join our crucial webinar to explore the potential pitfalls and legal complications that can arise. Attorney Jim Cunningham will explain why this seemingly simple solution can lead to significant issues, including exposure to your child’s creditors, unin...
How Much Does a Living Trust Cost in 2025? 02.05.2025 45:45
What does a Living trust cost? How much will a Living Trust cost in 2025? Jim Cunningham explains living trusts, including how much a living trust costs and their role in comprehensive estate planning. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, living trusts, and living trust cost. Discover the importance of creating a will, establishing a living...
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