Savvy Estate Planning Podcast Por Jim Cunningham arte de portada

Savvy Estate Planning

Savvy Estate Planning

De: Jim Cunningham
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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.

Jim Cunningham 2025
Episodios
  • Income Tax Reduction Strategies for Professionals & 1099 Earners
    Apr 7 2026

    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!

    Más Menos
    37 m
  • Estate Tax Exemption Sunset 2026: Portability and IDGT Explained
    Apr 7 2026

    Learn how the 2026 estate tax changes could impact you and strategies like portability and the IDGT to protect your assets. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, tax planning, and for advanced estate planning strategies.

    In this video, we dive into crucial estate tax planning topics. With the estate tax exemption set to sunset in 2026, the exclusion amount will be significantly reduced, impacting many. We'll explain the implications of this "death tax" change and how you can prepare. Discover how portability can benefit your estate and learn about the Intentionally Defective Grantor Trust (IDGT) as effective planning tools. Whether you're new to estate planning or updating your strategy, this video offers vital insights to navigate the upcoming changes and safeguard your assets.

    👉 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!

    Más Menos
    20 m
  • How to Buy Out a Sibling and Avoid Prop 19 Reassessment!
    Apr 7 2026

    Buying out a sibling’s share of the family home without triggering a nasty Prop 19 tax reassessment... it is possible (if circumstances allow)! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for property tax help, property tax guidance, and estate planning

    Expert property tax attorney Jim Cunningham shows you what most families never learn until it’s too late. You get a behind-the-scenes look at savvy strategies that may help you keep a parent’s low Prop 13 tax basis, even when one child wants to keep the house and another wants cash. If you own, inherited, or expect to inherit California real estate with siblings, you cannot afford to wing this. Join us to see how the professionals approach a buyout.

    👉 Watch this video on our website: https://www.cunninghamlegal.com/how-to-buy-out-a-sibling-and-avoid-prop-19-reassessment/

    👉 For more on this topic: https://www.cunninghamlegal.com/blog/prop-13-prop-19-keeping-property-tax-caps-in-ca/

    👉 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!

    Más Menos
    56 m
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