Savvy Estate Planning

Savvy Estate Planning

By Jim CunninghamEducation
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Savvy Estate Planning episodes

  • FUNDAMENTALS to Get Started on a Living Trust: Estate Tips!

    How to make a Living Trust in California; top-rated Estate Planning Attorney explains Living Trusts, avoiding probate, taxes ๐Ÿ‘‰ Book a Call at https://cunninghamlegal.com/book-your... to discuss your living trust with California Estate Planning Attorney Estate planning involves looking at four different time periods: Now, Incapacity, Death, and Post-Death. Itโ€™s important that you plan for all four, not just the last one! A savvy estate planning attorney can help you get started putting together a Living Trust thatโ€™s customized to your needsโ€”not some โ€œcookie cutterโ€ Living Trust put together for every client.

    ๐Ÿ‘‰ 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!

    59 min
  • Prop 19 Loopholes: Setting Your Family Up for Prop 13 Success

    Discover Prop 19's hidden loopholes: co-tenancy exclusion, LLC benefits, and Family Farm Reassessment with Jim Cunningham! Unlock tax advantages now! ๐Ÿ‘‰ Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for Proposition 19 planning, expert legal advice, and estate planning strategies. Passed in 2020 with little attention, Prop 19 significantly reshaped California's property tax landscape. In this riveting legal webinar, we unveil often under-explored Prop 19 loopholes: the co-tenancy exclusion, the benefits of LLC real estate investing, and the Family Farm Reassessment Exclusion. These powerful strategies may help you keep your low Prop 13 tax assessment while navigating the complexities of this new law. Whether you're a resourceful homeowner, an astute investor, or a strategic advisor, this webinar may help you outsmart the challenges of CA Prop 19. Harness the advantages it offers and turn them to your benefit. Don't let the subtleties of Prop 19 catch you off guard.. Seize this golden opportunity to strategize like a pro, get the hidden truths of California Prop 19 explained, and stay ahead in the game!

    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!

    1 hr
  • Probate Process From Start To Finish

    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! ๐Ÿ‘‰ 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 informative video. Learn when you can sell real estate during probate, and explore the 10 key exceptions that can help you avoid probate altogether. Weโ€™ll also delve into the rules of intestacy, explaining where assets go if thereโ€™s no will. Whether youโ€™re navigating probate court with or without a will, this video provides valuable insights to help streamline the process and protect your loved onesโ€™ interests. Perfect for anyone dealing with estate planning or handling the affairs of a loved one.

    ๐Ÿ‘‰ 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!

    41 min
  • Estate Planning for Widows & Widowers: When Your Spouse Dies

    Not sure what to do when your spouse dies? Navigate through the estate planning essentials & learn strategies to help secure your financial future. ๐Ÿ‘‰ 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 spouse's death and begin the probate process within 60 days? This is why you need to meet early with your estate planning attorney. We'll explain how to take advantage of taxation benefits available to widows and the importance of filing for portability. Navigating through these legal and financial processes may seem overwhelming, but our goal is to make it manageable for you. Remember, seeing an estate planning lawyer is a must to ensure all steps are correctly followed.

    ๐Ÿ‘‰ 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!

    28 min
  • Right and Wrong Things to Do When You INHERIT Money

    California Estate Planning Attorney explains how one wrong decision could cost you your entire inheritance! ๐Ÿ‘‰ 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 cost you a pretty penny. Learn the common mistakes made by even the most responsible of heirs, along with the correct strategies. Learn how to structure your money so it works overtime for you in and for retirement. For example, if you do this right, you can use your inheritance to create your own version of a monthly pension for life!

    ๐Ÿ‘‰ 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!

    40 min
  • Retiring in California: Pros and Cons

    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. ๐Ÿ‘‰ 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 California retirement. From the allure of the golden state's beautiful climate to understanding California retirement taxes, we'll cover both the charms and challenges of retiring in California. We'll delve into the cost of living, tax implications, and lifestyle benefits. Don't leave your retirement to chance. Be informed, be prepared. ๐Ÿ‘‰ 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!

    41 min
  • The Top Ten Estate Planning MISTAKES: Avoid Disaster! Tips

    TOP TEN Estate Planning mistakes (and how to avoid them!) explained in this discussion by expert Estate Planning Attorney ๐Ÿ‘‰ Book a Call at https://cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. What are the ten top estate planning mistakes made by people when they create (or fail to create) their wills, trusts, retirement accounts, and more? Leading California estate attorney Jim Cunningham gives a frank overview of the disasters he sees over and over again.

    ๐Ÿ‘‰ Book a Call at https://cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. Contact CunninghamLegal today to discuss California Living Trusts, Estate Planning, and Trust Administration. Offices throughout California. WEBSITE: http://www.CunninghamLegal.com for California Estate Planning information. FREE LEGAL WEBINARS: http://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

    1 hr 22 min
  • Living Trust COST and WHY?

    What does a Living trust cost? In 2024, updating a living trust in California can be expensive! Learn the value: ๐Ÿ‘‰ 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. So how much will a Living Trust cost? What is the difference between a Living Trust and a Will? Probate. What is Probate? How much does Probate cost? Watch to find out! How do you choose the right lawyer and receive the best estate plan for YOU? What if all I need is an update, not a new trust? Weโ€™ll talk frankly about all these questions, and look at how to best prepare for your important meeting with an estate attorney.

    ๐Ÿ‘‰ Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. To learn more about the cost of updating a living trust in California, click here: https://www.cunninghamlegal.com/how-much-should-a-living-trust-cost/ To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/sticker-shock-what-will-a-living-trust-cost-in-2023-and-why/ 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!

    45 min
  • California Probate: Costs, Navigation, and Probate Alternatives

    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. ๐Ÿ‘‰ 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 probate process and issues for you! Learn how to minimize costs, avoid common mistakes, and understand related tax issuesโ€”including the nuances of probate for real estate. Are there alternatives to probate in California? Donโ€™t miss this comprehensive webinar, designed to equip you with vital knowledge for mastering probate administration.

    ๐Ÿ‘‰ 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!

    48 min
  • What to DO with Real Estate After Somebody Dies?

    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. ๐Ÿ‘‰ 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 estate after a property owner's death in our webinar. Discover essential steps such as notifying the assessor, recording an affidavit of change of trustee, transferring property deeds, and navigating reassessment issues and exclusions. Perfect for attorneys and future trustees, this session will arm you with practical strategies for handling California properties. Enhance your expertise, streamline trust administration, and learn some tricky compliance requirements.

    ๐Ÿ‘‰ 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!

    1 hr 8 min

About Savvy Estate Planning

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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 ofโ€ฆ

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