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Savvy Estate Planning

Savvy Estate Planning

By: Jim Cunningham
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Summary

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
Episodes
  • How to Pass on Real Estate Under Prop 19
    May 5 2026

    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!

    Show More Show Less
    49 mins
  • Income Tax Reduction Strategies for Professionals & 1099 Earners
    May 5 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!

    Show More Show Less
    37 mins
  • Home & Family Farm Owners: CA PROP 19 Strategies to SAVE Prop 13 Tax Caps
    May 5 2026

    California Prop 19 estate planning can SAVE your low Prop 13 tax caps on family home or family farm, estate lawyer explains 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ to create your Prop 19 strategy & take advantage of tax caps.

    Learn how to transfer your low Prop 13 taxes on the family home and family farm to your children and keep it all in the family for generations—regardless of the fallout from Prop 19 and changing legislation.

    Prop 19 DEVASTATED family property tax rights for Californians at all income levels. We explain a long-term game plan. DON’T MISS CunninghamLegal’s latest strategic advice to California homeowners and the legal community.

    To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/homeowners-ca-prop-19-strategies-to-save-prop-13-tax-caps/

    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!

    Show More Show Less
    1 hr and 1 min
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