Savvy Estate Planning
By Jim Cunningham
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Episodes: 135
Description
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.
| Episode | Date |
|---|---|
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The Hidden Tax Break in U.S. Energy
|
Mar 24, 2026 |
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Maximize Charitable Giving and Cut Taxes!
|
Mar 24, 2026 |
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Medi-Cal Changes in 2026: Plan Before It’s Too Late
|
Mar 24, 2026 |
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Get Your Will, Trust and Business in Order: New Year, New Plan
|
Mar 17, 2026 |
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Estate Planning for a $1 Million Dollar Estate
|
Mar 17, 2026 |
|
Retiring Abroad vs Retiring in California!
|
Mar 17, 2026 |
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How Long does Probate Take?... a LONG Time!
|
Mar 10, 2026 |
|
How ADUs and Prop 19 Work Together for Estate Lawyers
|
Mar 10, 2026 |
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Dying Without a Will EXPLAINED!
|
Mar 03, 2026 |
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What Happens to Real Estate Without Planning?
|
Feb 24, 2026 |
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95% Tax on Inherited IRAs and How to AVOID it!
|
Feb 24, 2026 |
|
Prop 19 Loopholes! How to Keep Low Prop 13 Taxes
|
Feb 24, 2026 |
|
Estate Planning for Second Marriages in California
|
Feb 17, 2026 |
|
Financial Success in 2026: Economic Trends Insights
|
Feb 17, 2026 |
|
CA Prop 19: REAL EXAMPLES of Impacts on Property Taxes!
|
Feb 17, 2026 |
|
What is Power of Attorney? Why are there so many?
|
Feb 10, 2026 |
|
TYPES OF TRUSTS: Irrevocable vs Revocable Trusts?
|
Feb 10, 2026 |
|
Insider Tips for Financial Freedom
|
Feb 03, 2026 |
|
Retiring in California: Financial Planning & RMD Strategies
|
Feb 03, 2026 |
|
How do Attorneys Charge?
|
Feb 03, 2026 |
|
What Homeowners Should Know about Prop 19
|
Jan 27, 2026 |
|
How to set up a charitable trust!
|
Jan 27, 2026 |
|
Revocable Living Trust: Why You NEED One
|
Jan 27, 2026 |
|
The LLC Advantage: Liability Protection!
|
Jan 20, 2026 |
|
10 Mistakes Business Owners Make
|
Jan 20, 2026 |
|
Small Business Lawyer: Do You NEED One?
|
Jan 20, 2026 |
|
Revocable Trusts for Families, Pets & Special Needs
|
Jan 13, 2026 |
|
What is Probate? Unmask the Hidden Threat to Your Estate!
|
Jan 13, 2026 |
|
A Secret Weapon Against Taxes and Creditor Threats...Trusts!
|
Jan 13, 2026 |
|
The Big Beautiful Bill EXPLAINED!
|
Jan 06, 2026 |
|
Irrevocable Trusts for Asset Protection (with examples)!
|
Jan 06, 2026 |
|
Inside A Legal Consult! What Happens When You Meet a Lawyer?
|
Jan 06, 2026 |
|
Remarried? Blended Family? CRITICAL Estate Planning Issues
|
Dec 25, 2025 |
|
California Retirement Pitfalls to LOOK OUT For!
|
Dec 25, 2025 |
|
Hidden Taxes When You Inherit
|
Dec 18, 2025 |
|
Build Back Better TAX PLANNING 62.1% Tax Rate!
|
Dec 18, 2025 |
|
Capital Gains is a HIDDEN Death Tax!
|
Dec 18, 2025 |
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Do you have a GOOD Living Trust?
|
Dec 11, 2025 |
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Difference between a Trust and a Will!
|
Dec 11, 2025 |
|
Family Estate Plan MEETING: CA PROP 19 Inheritance Tips
|
Dec 04, 2025 |
|
Inheritance STRATEGIES for Your Wealthy Children
|
Nov 27, 2025 |
|
Strategic Financial & Estate CHOICES at Age 60, 70, or 80: Retirement
|
Nov 20, 2025 |
|
ANALYSIS for Estate, Financial Planning 2021: New Laws in CA
|
Nov 20, 2025 |
|
Hiring Caregivers for Parents in CA: BEWARE Liability, Risk
|
Nov 20, 2025 |
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What to do with Real Estate in a Living Trust?
|
Nov 13, 2025 |
|
Will My Spouse and Kids Inherit Everything?
|
Nov 13, 2025 |
|
Community Property VS Separate Property? - Estate Problems
|
Nov 13, 2025 |
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How to CUT Your Tax Bill When Selling Real Property
|
Nov 06, 2025 |
|
Why should you RETIRE in California?
|
Nov 06, 2025 |
|
Why RETIRING IN CALIFORNIA May Actually Be a Smart Idea
|
Nov 06, 2025 |
|
Don't Get Trapped: Spotting the Signs of a BAD Living Trust
|
Oct 30, 2025 |
|
Is Adding Your Child to Your Title a Bad Idea?
|
Oct 30, 2025 |
|
RETHINK Your California Retirement Planning Strategy
|
Oct 16, 2025 |
|
How to Screw Up an Estate: Will and Trust Disasters
|
Oct 16, 2025 |
|
What is an AB Trust?
|
Oct 16, 2025 |
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PROTECT a Child’s INHERITANCE from Future Ex-Spouse: Estate Planning Tips!
|
Oct 16, 2025 |
|
Top 10 MISTAKES Handling Aging Parents’ Affairs: Estate Planning Tips!
|
Oct 16, 2025 |
|
5 Top Strategies to AVOID Death Taxes
|
Oct 09, 2025 |
|
Advanced Strategies to Lower YOUR Income Taxes: Tax Tips!
|
Oct 09, 2025 |
|
Prop 13 California: How it Benefits us Today
|
Oct 09, 2025 |
|
ADVANCED Tax Strategies-- Successes & Catastrophes
|
Oct 02, 2025 |
|
CA PROP 19 LEGAL STRATEGIES: Preserve CA Prop 13 Estate Planning
|
Oct 02, 2025 |
|
How to Buy Out Sibling & PRESERVE Prop 13 if Parents Pass: Prop 19
|
Oct 02, 2025 |
|
LEAVE California to Retire? Is the Grass Really Greener? TIP
|
Sep 30, 2025 |
|
Savvy Estate Planning: Avoid the Top 10 MISTAKES
|
Sep 23, 2025 |
|
Joint vs Separate Living Trust: What’s Right for YOU
|
Sep 23, 2025 |
|
Savvy Estate Planning: Avoid the Top 10 MISTAKES
|
Sep 23, 2025 |
|
Multi-Generational Estate Planning: LONG-TERM TIPS
|
Sep 16, 2025 |
|
Special Needs Trusts: A Lifeline for Your Loved One's Future
|
Sep 16, 2025 |
|
What Do I Do If I SUDDENLY Become a Successor Trustee?
|
Sep 16, 2025 |
|
How Do Trusts WORK?
|
Sep 09, 2025 |
|
What is Estate Planning? Avoid Probate, Save Taxes & Protect Your Legacy
|
Sep 09, 2025 |
|
Selling a Family Business? Don’t Ignore Tax Issues!
|
Sep 02, 2025 |
|
Real Estate Investing... NOT in California!
|
Sep 02, 2025 |
|
How to Best Own Investment Real Estate: LLCs, Joint Tenancy, Trusts?
|
Aug 28, 2025 |
|
How Can Successor Trustees Get PAID?
|
Aug 28, 2025 |
|
What NOT to Put in Your Living Trust
|
Aug 28, 2025 |
|
Gifting Money to Family: Savvy Estate Planning
|
Aug 21, 2025 |
|
Strategies to Help Your Child BUY A HOME: Gift, Title, Will & Trust
|
Aug 21, 2025 |
|
What is a Living Trust? Living Trusts EXPLAINED
|
Aug 21, 2025 |
|
CA Prop 19 URGENT Property Owner Actions: Save Your Prop 13!
|
Aug 14, 2025 |
|
How Wealthy People Structure Estates to Reduce Taxes
|
Aug 14, 2025 |
|
How to Avoid and Defer Capital Gains Tax
|
Aug 14, 2025 |
|
Navigating PROBATE from JUDGE'S PERSPECTIVE: Estate Planning
|
Aug 07, 2025 |
|
How to PREPARE Financially for the Death of a Spouse
|
Aug 07, 2025 |
|
Do Your Adult Children Know WHAT TO DO When You Die?
|
Aug 07, 2025 |
|
ADVANCED Estate Planning for High Net Worth Families: Tax Tips
|
Jul 29, 2025 |
|
Asset Protection in CA: NEW ERA in PRPs, Homestead Exemption
|
Jul 29, 2025 |
|
Donor Advised Funds vs Private Foundations
|
Jul 29, 2025 |
|
2026 Estate Tax Exemption Sunset: Opportunities and Risks for Your Estate Plan
|
Jul 22, 2025 |
|
Taxes be GONE: Charitable Trusts, Giving in Estate Planning
|
Jul 22, 2025 |
|
When Should You Have a Comprehensive Financial Plan?
|
Jul 22, 2025 |
|
Trust Administration Attorney: What is it and Do You REALLY Need an Expert?
|
Jul 15, 2025 |
|
When and How to PROBATE Real Estate Properties in California!
|
Jul 15, 2025 |
|
What If My Spouse Remarries? Protecting Your Kids After You’re Gone
|
Jul 15, 2025 |
|
How to Leave Your Kids a Fortune Without Ruining Their Lives!
|
Jul 08, 2025 |
|
AB Trusts: The Good, The Bad, and The Ugly
|
Jul 08, 2025 |
|
Estate Planning Documents CRITICAL By 55 - Avoid Squabbles
|
Jul 08, 2025 |
|
Uncover Hidden Traps in Your Living Trust: Virtual WORKSHOP!
|
Jul 01, 2025 |
|
Trustees AT RISK – How to Avoid Being Sued or Even Jailed
|
Jul 01, 2025 |
|
What is a Trust Protector and Do I NEED One? Estate Planning Tips
|
Jul 01, 2025 |
|
Oil and Gas Investing is A Tax Mitigation Strategy
|
Jun 24, 2025 |
|
Prop 19 California: What is it?
|
Jun 24, 2025 |
|
Passive Income Streams: Thinking beyond real estate
|
Jun 24, 2025 |
|
Hidden Legal TRAPS for California Residential Rental Landlords: Real Estate Tips
|
Jun 17, 2025 |
|
Business Owners: KEY Estate & Tax Planning Issues
|
Jun 17, 2025 |
|
What to DO with Real Estate After Somebody Dies?
|
Jun 10, 2025 |
|
What is the cost of probate in California?
|
Jun 10, 2025 |
|
Dying WITHOUT a Will: Intestate Succession California
|
Jun 10, 2025 |
|
Independent Trustee: Should you have one for your Living Trust?
|
Jun 03, 2025 |
|
Roles of People Named in a Trust: Trustees, Beneficiaries, & More
|
Jun 03, 2025 |
|
Funding a Living Trust: 5 Ways!
|
May 27, 2025 |
|
Dynasty Trusts: Not Just for the Super Rich!
|
May 27, 2025 |
|
What Will Updating a Living Trust Cost and WHY?
|
May 27, 2025 |
|
Trust Administration Checklist CALIFORNIA
|
May 20, 2025 |
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What HAPPENS in a Trust After Death or Incapacity?
|
May 20, 2025 |
|
How to ADMINISTER a Trust After Loved One Dies: Step-by-Step Guide
|
May 20, 2025 |
|
Why & HOW to Use an LLC for Real Estate Investing in CA
|
May 13, 2025 |
|
LLC vs Corporation: Which Is BEST for My Business?
|
May 13, 2025 |
|
Using an LLC for Real Estate Investing: The Ultimate Guide
|
May 13, 2025 |
|
The True Cost of RETIRING in California: What You Need To Know
|
May 05, 2025 |
|
FUNDAMENTALS to Get Started on a Living Trust: Estate Tips!
|
May 05, 2025 |
|
Prop 19 Loopholes: Setting Your Family Up for Prop 13 Success
|
May 05, 2025 |
|
Living Trust COST and WHY?
|
May 05, 2025 |
|
The Top Ten Estate Planning MISTAKES: Avoid Disaster! Tips
|
May 05, 2025 |
|
Retiring in California: Pros and Cons
|
May 05, 2025 |
|
Right and Wrong Things to Do When You INHERIT Money
|
May 05, 2025 |
|
Estate Planning for Widows & Widowers: When Your Spouse Dies
|
May 05, 2025 |
|
Probate Process From Start To Finish
|
May 05, 2025 |
|
California Probate: Costs, Navigation, and Probate Alternatives
|
May 02, 2025 |
|
Settling a Trust After Death: Dissolving a Trust!
|
May 02, 2025 |
|
What to DO with Real Estate After Somebody Dies?
|
May 02, 2025 |
|
Difference between a Trust and a Will!
|
May 02, 2025 |
|
Why You Shouldn’t Add Your Child to Your Title on Your House
|
May 02, 2025 |
|
How Much Does a Living Trust Cost in 2025?
|
May 02, 2025 |