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. Asset Protection and the Corporate Veil

    5d ago

    Asset Protection and the Corporate Veil

    Unlock the secrets of asset protection & avoid lifting the corporate veil in our must-see webinar led by attorney Jim Cunningham. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for attorneys well-versed in corporate veil company law, to learn more about the corporate veil, and general estate planning for your business. Join seasoned attorney Jim Cunningham in this enlightening webinar to explore the complexities of how LLCs, Partnerships, and Corporations can be used to protect assets. Learn about the "corporate veil" and its crucial role in liability protection. Who is protected by the corporate veil? Understand the consequences of lifting the corporate veil under corporate law and how a creditor can, and can’t, pierce this veil. Learn about the strategic use of a Holding Company, the importance of up-to-date legal documents, business succession planning, and robust exit packages, especially for incapacity scenarios. This essential webinar provides valuable insights for business owners looking to fortify legal protections, reduce risk, and have smooth operational transitions. Don't miss this unique learning opportunity! 👉 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. To watch this video on the website, click here https://www.cunninghamlegal.com/asset-protection-using-llcs-partnerships-and-corporations-the-right-way/ For more information about Business Law, click here https://www.cunninghamlegal.com/california-legal-services/business-law/ 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!

    52 min
  2. How to Keep Assets Private & PROTECT them from Creditors

    5d ago

    How to Keep Assets Private & PROTECT them from Creditors

    Asset Protection Attorney California discusses Asset Protection laws California - from divorce, creditors, lawsuits. 👉 Book a Call at https://cunninghamlegal.com/book-your... to strategize how to protect your assets in California. Is there a way to keep your name off your assets? Can you protect, even hide them from creditors and predators? From divorce? From lawsuits? From bankruptcy court? Join leading lawyer Jim Cunningham as he lays out the top strategies employed by the rich and famous to hold title as anonymously and as safely as possible. Just to be clear, what we’re not talking about is hiding assets illegally. We’re talking about protecting your assets from bankruptcy, creditors, lawsuits, divorce and the like. Among the many topics we cover in this legal webinar are: The importance of privacy What Individual, Trust, and Entity mean Inside Liability and Outside Liability Classes of threats to assets including: Taxation Tort liability Debt collection Methods of protections such as Statutory Protections, Trusts, etc. Advantages of LLCs Click here for homestead exemption documents: https://arcc.sdcounty.ca.gov/Documents/DH.pdf To watch this legal webinar on our site, click here: https://www.cunninghamlegal.com/legal_webinars/how-to-keep-assets-private-protect-them-from-creditors/ To learn more about asset protection, click here:' https://www.cunninghamlegal.com/california-legal-services/asset-protection/ 👉 Book a Call at https://cunninghamlegal.com/book-your... for California Living Trusts, Estate Planning, and Trust Administration. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdM... CONTACT us at https://cunninghamlegal.com/californi... 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!

    49 min
  3. Income Tax is a Hidden DEATH Tax!

    May 19

    Income Tax is a Hidden DEATH Tax!

    Income tax from house property, income tax from salary, income tax from rental property, generation-skipping, and inheritance taxes, could all become a death tax to your heirs! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for income tax planning, death tax planning, and overall expert tax planning. Do you know how to protect inherited wealth from unexpected tax burdens that could eat away at it? From federal estate taxes to income tax on IRAs, capital gains, and property tax reassessments, attorney & certified specialist Jim Cunningham will guide you through the complexities of managing these taxes. We’ll delve into the often-overlooked California inheritance tax implications that can significantly impact your assets. Plus, discover strategies to minimize your California inheritance tax burden! Don’t let unexpected tax burdens catch you off guard—arm yourself with knowledge and strategies to preserve your family’s wealth and fully understand what happens when you inherit money. 👉 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!

    24 min
  4. Retiring in California: How Does it Work and Is it for You?

    May 12

    Retiring in California: How Does it Work and Is it for You?

    Retiring in California—is it a dream come true or a financial nightmare? What are the myths and realities? Is it really possible to retire in California? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for retirement advice, more information on how to retire in California, and all your estate planning needs. Attorney Jim Cunningham addresses the benefits of retiring in California, along with the drawbacks—offering comprehensive insights to make the best decisions for your retirement. Get a balanced view of the cost of living, tax implications, and the amenities this state has to offer. Learn the true implications of retiring in California, and find out whether the beautiful, yet potentially expensive, state of California is the right choice for your golden years. 👉 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!

    42 min
  5. How to put REAL ESTATE and BANK ACCOUNTS in a Living Trust!

    May 12

    How to put REAL ESTATE and BANK ACCOUNTS in a Living Trust!

    Signed your living trust? Good start, but there's more! Learn how to fund your trust with real estate & bank account assets. Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, help with your living trust, and expert legal advice! Signing your Living Trust is not the end of the estate planning process. Managing your assets correctly in the Trust is important for your future plans. In our webinar, our experts will guide you on how to handle your Trust assets, especially real estate and bank accounts. We'll talk about how to move your real estate & bank accounts into a Trust, manage bank accounts in a Trust. 👉 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!

    20 min
  6. Estate Planning for Homeowners With PROP 19: Some GOOD News

    May 12

    Estate Planning for Homeowners With PROP 19: Some GOOD News

    IMPORTANT: Prop 19 changed prop 13 tax rights in CA; for SOME GOOD news, watch Estate Planning Attorneys on property taxes 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ to discuss CRITICAL actions to consider in the Prop 19 fallout! Prop 19 had some serious downsides, but offers a huge potential upside for savvy homeowners nearing retirement. Beginning April 1, anyone over 55—along with a few other special cases—can sell their residence anywhere in California and take their low Prop 13 tax rates elsewhere in the state! For example, you could sell your expensive urban home and retire to the California countryside—while paying perhaps a fifth of the property taxes paid by your new neighbors! Learn how to maximize the benefits, and prepare well in advance to leverage Prop 19 – because the benefits are NOT automatic. Estate Planning Lawyer Jim Cunningham, founder of CunninghamLegal, speaks on the good stuff for homeowners in prop 19, and how you can take advantage! To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/lets-talk-about-the-good-stuff-for-homeowners-in-prop-19/ For more information about Prop 13 and Prop 19, click here: https://www.cunninghamlegal.com/california-legal-services/california-prop-13-protection-prop-19-strategy/ 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdMslQdMA4GqQtzvCsdEXg CONTACT us at https://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!

    52 min
  7. How to Pass on Real Estate Under Prop 19

    May 5

    How to Pass on Real Estate Under Prop 19

    Prop 19 california explained: How can you minimize property taxes (or the inheritance tax) when you leave your family home or vacation home to your kids? Watch to find out! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for a consult on property tax, inheritance tax, or other estate planning needs! Our California Living Trust and Estate Planning attorneys are experts in Prop 19 transfer strategies and can explain how to save potentially hundreds of thousands, depending on the size of your estate! The passage of Proposition 19 on the November 2020 ballot radically altered the landscape of PROPERTY TAXATION in California. Along with changing rules on tax assessment transfers, Prop 19 destroys or threatens the inheritance of Prop 13 caps on single-family, multi-family, commercial, and industrial property. In this LEGAL WEBINAR, our expert- Jim Cunningham examines the consequences and possible change of ownership strategies for property owners: anyone with children or grandchildren may want to consider immediate action to avoid property reassessment! 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!

    49 min
  8. Income Tax Reduction Strategies for Professionals & 1099 Earners

    May 5

    Income Tax Reduction Strategies for Professionals & 1099 Earners

    Tax strategies and tips from financial expert in California, with traditional vs. Roth contributions, private retirement plan👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for help putting together you financial team, more income tax reduction tips, and business tax planning. Are you a self-employed professional? Do you mostly report 1099 income? Did you know that you can save thousands of dollars in income taxes every year through a little smart business planning? Learn how savvy self-employed folks can pay less taxes on their earned income using solid, but little-known strategies. Regardless of your financial knowledge, there’s probably a way you can pay less tax and keep more money! Don’t miss what may be one of the most important webinars of your financial life! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. To learn more about key tax and estate planning issues, click here: https://www.cunninghamlegal.com/legal_webinars/business-owners-key-estate-tax-planning-issues/ Or to learn more about tax retirement strategies for business owners, click here: https://www.cunninghamlegal.com/legal_webinars/crucial-tax-retirement-strategies-for-business-owners/ To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/income-tax-reduction-strategies-for-professionals-and-1099-earners/ 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 advanced tax planning, 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 our tax planning services or a California Living Trust!

    37 min
See All (154)

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
    154
  • Rating
    Clean
  • Copyright
    © Jim Cunningham 2025
  • Show Website
    Savvy Estate Planning

You Might Also Like