Savvy Estate Planning

Jim Cunningham
  • 4.3 (4)
  • Education

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.

  1. 6d ago

    Should You Consider Converting a Large 401(k) or IRA to a Roth?

    Should you consider a Roth conversion? For many high income earners, the better question is whether they can afford not to. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for advanced tax planning, estate planning, and high net worth planning. Recent law changes have quietly turned traditional IRAs into tax accelerators, especially after death. This webinar digs into how Roth conversions are being used for tax rate arbitrage, estate tax reduction, and long term legacy planning, not just tax free growth. We will unpack more than ten compelling reasons to consider converting, including the SECURE Act’s ten year payout rule, why trusts often make IRA taxes worse, and how estate taxes change the math entirely. We will also explore stretch Roth opportunities, Roth strategies for special needs and asset protection trusts, and testamentary IRA CRT planning. This webinar is hosted by attorney Tasha K. Jahn with the financial advisors at Ascent Wealth Management. CHAPTERS 👉 Watch this video on our website: https://www.cunninghamlegal.com/should-you-consider-converting-a-large-401k-or-ira-to-a-roth/ 👉 For more on this topic: https://www.cunninghamlegal.com/california-legal-services/advanced-tax-planning/ 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

    Should You Consider Converting a Large 401(k) or IRA to a Roth?

  2. Sep 22

    Is Co-Tenancy a Solution to Prop 19 Problems?

    Few California property owners realize that there an additional exemption called Co-Tenancy exclusion that may be an even better solution to property tax reassessment, including the changes made by Proposition 19. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for advanced tax planning, high net worth planning, and legacy planning! For some families, it may create a MAJOR opportunity to avoid property tax reassessment. The challenge is that the rules are highly technical, and one wrong move can destroy the opportunity entirely. In this webinar, estate planning attorney Jim Cunningham breaks down how the Co-tenancy Exclusion works, who may qualify, and why careful planning matters for families with shared real estate interests. You learn how co-tenancy rules apply to inherited property, and opportunities of planning in advance. Whether you own family property now, or expect to inherit California real estate in the future, this webinar helps you better understand an important and often overlooked planning opportunity. CHAPTERS 👉 Watch this video on our website: https://www.cunninghamlegal.com/what-is-the-prop-19-co-tenancy-exclusion/ 👉 For more on this topic: https://www.cunninghamlegal.com/blog/tax-planning-estate-taxes-charitable-trusts/ 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

    Is Co-Tenancy a Solution to Prop 19 Problems?

  3. Sep 15

    Ready to Retire? How to Sell or Hand Off Your Law Firm!

    Learn how to sell a law firm, plan your retirement, and hand off your legal practice without leaving clients or value behind. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for help with selling a law firm, help with retirement, or to exit your practice. Retiring from a law firm takes more planning than simply locking the office door and heading for the golf course. Whether you want to sell your law firm, transition ownership to another attorney, or gradually step away from your practice, the right succession plan can protect your clients, employees, and the value you spent decades building. In this video, we explain how attorneys can prepare a law firm for sale or handoff, identify potential successors, address client and ethical obligations, and avoid common transition mistakes. Learn what makes a legal practice transferable and how to start planning before retirement arrives. CHAPTERS 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

    Ready to Retire? How to Sell or Hand Off Your Law Firm!

  4. Sep 8

    How Much Does Trust Administration Cost In California?

    What does trust administration actually cost in California and what are families paying for? Many people assume the process is just paperwork, but proper trust administration involves legal guidance, asset transfers, tax coordination, notices to beneficiaries, trustee support, and protecting the estate from costly mistakes. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for trust administration help, dissolving a trust, or probate help. In this informative webinar, estate planning attorney Jim Cunningham breaks down the real costs of trust administration and explains why experienced legal guidance can save families substantial time, stress, and financial risk. You learn what drives fees, what services should be included, and how the right attorney helps trustees navigate the process efficiently and correctly. Whether you are serving as a trustee or planning ahead for your family, this webinar gives you a clearer understanding of the value, responsibilities, and true cost of trust administration in California. CHAPTERS 👉 Watch this video on our website: https://www.cunninghamlegal.com/how-much-does-trust-administration-cost-in-california/ 👉 For more on this topic: https://www.cunninghamlegal.com/california-legal-services/trust-administration-law/ 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

    How Much Does Trust Administration Cost In California?

  5. Sep 1

    Education Is More Expensive. Are You Saving the Smart Way?

    Education is getting more expensive, but most families are still using outdated savings strategies! As kids head back to school, many families are wondering: are we saving for education the smart way, or just the familiar way? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for high net worth planning, tax planning, and estate planning. We will explore modern college funding strategies, the tax advantages of 529 plans versus using after tax dollars, and common planning mistakes that quietly cost families tens of thousands over time. You will leave with a clearer understanding of flexibility, control, and tax efficiency in education planning. This webinar is hosted by attorney Jim Cunningham, along with the financial advisors at Ascent Wealth Management. 👉 Watch this video on our website: https://www.cunninghamlegal.com/education-is-more-expensive-are-you-saving-the-smart-way/ 👉 For more on this topic: https://www.cunninghamlegal.com/blog/financial-planning-and-investing/ 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

    Education Is More Expensive. Are You Saving the Smart Way?

  6. Aug 25

    Why Do BUSINESS OWNERS Need a Living Trust?

    Business owners need a living trust and succession plan to protect the company, family, employees, and wealth when life takes an unexpected turn. 👉 Book a Call at https://www.cunninghamlegal.com/book-... 👉 For more on this topic: https://www.cunninghamlegal.com/blog/... 👉 Book a Call at https://www.cunninghamlegal.com/book-... to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamL... CONTACT us at https://www.cunninghamlegal.com/calif... to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

    Why Do BUSINESS OWNERS Need a Living Trust?

  7. Aug 11

    Why Parents and Homeowners NEED a Living Trust!

    Parents and homeowners: help protect your family, home, and legacy. Discover why a living trust is a must! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, living trusts, and guardianship documents. Do parents and homeowners really need a living trust? In this video, estate planning attorney James L. Cunningham Jr. explains why a living trust is one of the most important legal documents you can have. Learn how a revocable living trust can help your family avoid probate, protect your home, simplify estate administration, and ensure your assets are distributed according to your wishes. Whether you have young children, own a house, or want to protect your loved ones, this guide covers the essentials of estate planning in clear, practical terms. Watch now and discover why waiting could be your biggest mistake. 👉 For more on this topic: https://www.cunninghamlegal.com/blog/estate-planning-basics-wills-living-trusts-poas-and-the-role-of-your-attorney/ 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

    Why Parents and Homeowners NEED a Living Trust!

  8. Aug 4

    Retiring in California vs Retiring in Texas

    More retirees ask the same question: “Should I stay in California or should I retire in Texas?” On paper, Texas may look cheaper with no state income tax and lower home prices. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for advanced tax planning, high net worth planning, and estate planning. But retirement is not just about chasing lower costs; it is about protecting your lifestyle, healthcare access, family relationships, estate plan, and long term financial security. Join estate planning attorney Jim Cunningham for an enlightening webinar exploring the financial, legal, and lifestyle differences between retiring in California versus Texas. Learn how taxes, property laws, estate planning rules, asset protection, and healthcare considerations can impact your retirement and legacy. You discover hidden costs many retirees overlook, planning strategies smart families use before relocating, and how to avoid costly mistakes before making a major move. CHAPTERS 👉 Watch this video on our website: https://www.cunninghamlegal.com/retiring-in-california-vs-retiring-in-texas/ 👉 For more on this topic: https://www.cunninghamlegal.com/blog/tax-planning-estate-taxes-charitable-trusts/ 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

    Retiring in California vs Retiring in Texas
See All (170)

Ratings & Reviews

4.3
out of 5
4 Ratings

About

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.

Information

  • Creator
    Jim Cunningham
  • Years Active
    2025 - 2026
  • Episodes
    170
  • Rating
    Clean
  • Copyright
    © Jim Cunningham 2025
  • Show Website
    Savvy Estate Planning

You Might Also Like