Savvy Estate Planning
Jim CunninghamThis 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... more
| Publishes | Daily | Episodes | 101 | Founded | 8 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Education | |||
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Latest Episodes
Are you prepared for the “gotchas” and hidden tax traps waiting for your inheritance? Income, Capital Gains, Property, Generation-Skipping and Inheritance Taxes, to name a few! 👉 Book a Call at www.cunninghamlegal.com/book-your-appointment/ ... more
California Estate Planning Attorney explains Build Back Better Tax Plan and how you can save taxes w/year-end planning 👉 Book a Call at cunninghamlegal.com/book-your... to adjust your Living Trust or Estate Plan and save taxes. So much chang... more
Capital gains taxes can quietly erode your estate like a hidden death tax! Discover how to help safeguard your legacy. 👉 Book a Call at www.cunninghamlegal.com/book-your-appointment/ for income tax planning, death tax planning, and estate pl... more
Explore living trust 101 in our video! Do you have a good living trust? What is a living trust? Understand living trust asset protection, revocable living trusts, and living trust vs will comparisons. Let's demystify trusts together! 👉 Book a Call a... more
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Reviews
- Best Estate Planning Podcast!
This podcast is great for learning about estate planning. Jim breaks down really complex topics in easy to understand ways. I’ve learned so much since I’ve been listening! Would highly recommend anyone wondering about a living trust, other types of trusts, anyone that owns a business or rental real estate or wants to save on taxes!! He’s always sharing the elusive strategies on CA Prop 19, which is really great because no one else is!! THANK YOU, Jim!
Apple Podcasts5Reviewer2210356
United States8 months ago
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Savvy Estate Planning launched 8 months ago and published 101 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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