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. 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!

  2. 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

  3. Jul 28

    Long Term Care Awareness: Planning for Care, Costs, and Control

    If your long term care plan is based on what you heard in the last few years, it may already be outdated. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment for advanced tax planning, high net worth planning, and estate planning. In 2026, Medi-Cal brought asset limits back, and that one change alone reshapes long term care planning in California. In this eye opening webinar, attorney Jim Cunningham and advisors at Ascent Wealth Management explain what changed, why it matters, and how these shifts impact families long before a health crisis hits. We will cover the real cost of care in California, why Medicare still does not pay for custodial care, and how planning strategies are evolving, including hybrid long term care insurance and renewed Medi-Cal planning. Long term care is no longer a future problem. The rules changed. The costs are higher. And pretending this is someone else’s issue is no longer an option. CHAPTERS 👉 Watch this video on our website: https://www.cunninghamlegal.com/long-term-care-awareness-planning-for-care-costs-and-control/ 👉 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!

    Long Term Care Awareness: Planning for Care, Costs, and Control

  4. Jul 21

    How to Retire & Support Your children

    How do you retire comfortably while still helping your children financially? 👉 Book a Call at https://www.cunninghamlegal.com/book-... for advanced tax planning, retirement planning, and estate planning. CHAPTERS 👉 Watch this video on our website: https://www.cunninghamlegal.com/how-t... 👉 For more on this topic: https://www.cunninghamlegal.com/blog/... 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!

    How to Retire & Support Your children

  5. Jul 7

    Estate Planning for a $50 Million Estate

    At this level, estate planning is no longer just about avoiding probate. It becomes a sophisticated balance of tax planning, asset protection, business succession, and preserving wealth across generations. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, tax planning, and family wealth planning. When your estate reaches $50 million, the stakes rise quickly and even small mistakes can cost your family millions. In this advanced webinar, leading attorney and CEO, Jim Cunningham, shares practical strategies used by high net worth families to protect substantial estates in today's changing legal and tax environment. Attendees gain insight into advanced trust planning, gifting strategies, family business transitions, and ways to reduce estate tax exposure while maintaining flexibility and control. Drawing from decades of experience in advising affluent families, Jim provides practical guidance to help families preserve wealth and protect their legacy for generations to come. CHAPTERS 👉 Watch this video on our website: https://www.cunninghamlegal.com/estate-planning-for-a-50-million-estate/ 👉 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!

    Estate Planning for a $50 Million Estate

  6. Jun 30

    Who Needs a Living Trust?

    Who really needs a living trust? A living trust can help you avoid probate, maintain privacy, and create a clear plan for managing your assets if you become incapacitated. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, creating a living trust, and probate avoidance. If you own real estate, have minor children, run a business, or simply want to make life easier for your family, a living trust may be the right tool. In this webinar led by attorney Jim Cunningham, we explain who benefits most from a living trust, how it works, and when a simple will is not enough. Planning today prevents chaos tomorrow. Register and find out if a living trust makes sense for you. CHAPTERS 👉 Watch this video on our website: https://www.cunninghamlegal.com/who-needs-a-living-trust/ 👉 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!

    Who Needs a Living Trust?

  7. Jun 23

    If Someone Dies with DEBT... Who Pays It?

    What happens to debt after death? Learn who pays, what creditors collect, and how estates, trusts, spouses, kids are protected. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for answers on debts, creditors, trusts, family, or heirs. After a person dies, spouses, families and other loved ones are often left with unanswered questions about bills, creditors, and responsibility. This webinar explains what really happens when people die with debt, who is legally responsible for paying it, and when children, spouses and loved ones are not on the hook. Learn how debts are handled through estates and trusts, which obligations die with the borrower, and what creditors can and cannot collect. Clear, practical, and reassuring, this program is designed to replace fear with facts and help families avoid costly mistakes. Register now for this webinar led by estate planning attorney Jim Cunningham. 👉 Watch this video on our website: https://www.cunninghamlegal.com/if-someone-dies-with-debt-who-pays-it/ 👉 For more on this topic: https://www.cunninghamlegal.com/blog/after-a-death-trust-administration-trustees-executors-and-probate/ 👉 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!

    If Someone Dies with DEBT... Who Pays It?

  8. Jun 16

    Estate Planning for $15M Estate

    Build a $15M estate plan that protects your spouse, shields your kids’ inheritance, and reduces taxes while creating impact! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to protect your family’s wealth, design smart tax strategies, and create a legacy plan that actually works. You did the hard part. You built a $15 million estate. Now comes the part most people fumble. In this straight-talking webinar, estate attorney Jim Cunningham walks you through how to turn wealth into a lasting legacy. We cover how to protect your spouse, safeguard your children’s inheritance from lawsuits and divorce, and use strategic gifting to reduce future estate taxes. You will also learn how to support causes you care about without giving Uncle Sam a bigger slice than necessary. This is not theory. It is practical planning that puts your money to work for your family and your values. 👉 Watch this video on our website: https://www.cunninghamlegal.com/estate-planning-for-15m-estate/ 👉 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!

    Estate Planning for $15M Estate
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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
    164
  • Rating
    Clean
  • Copyright
    © Jim Cunningham 2025
  • Show Website
    Savvy Estate Planning

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