Advertise on podcast: Savvy Estate Planning

If you own a business and you are still paying taxes like an employee, something is wrong. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for Business Planning, Tax Planning, and High Net Worth Planning. Year end is when business owners have the most control, yet most leave money on the table by default. This webinar dives into owner driven compensation strategies and defined benefit plans that can aggressively reduce taxes while accelerating retirement savings. We will show how the right mix of bonuses, retirement contributions, and custom Defined Benefit plans could turn profits into deductions before the calendar runs out. You will also learn why waiting until December kills flexibility and how smart owners plan earlier to keep control. This webinar is hosted by financial advisors at Ascent Wealth Management. 👉 Watch this video on our website: https://www.cunninghamlegal.com/how-business-owners-create-big-deductions-defined-benefit-plans/ 👉 For more on this topic: https://www.cunninghamlegal.com/california-legal-services/business-law/ 👉 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!

Should you consider a Roth conversion? For many high income earners, the better question is whether they can afford not to. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for advanced tax planning, estate planning, and high net worth planning. Recent law changes have quietly turned traditional IRAs into tax accelerators, especially after death. This webinar digs into how Roth conversions are being used for tax rate arbitrage, estate tax reduction, and long term legacy planning, not just tax free growth. We will unpack more than ten compelling reasons to consider converting, including the SECURE Act’s ten year payout rule, why trusts often make IRA taxes worse, and how estate taxes change the math entirely. We will also explore stretch Roth opportunities, Roth strategies for special needs and asset protection trusts, and testamentary IRA CRT planning. This webinar is hosted by attorney Tasha K. Jahn with the financial advisors at Ascent Wealth Management. CHAPTERS 👉 Watch this video on our website: https://www.cunninghamlegal.com/should-you-consider-converting-a-large-401k-or-ira-to-a-roth/ 👉 For more on this topic: https://www.cunninghamlegal.com/california-legal-services/advanced-tax-planning/ 👉 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!

Few California property owners realize that there an additional exemption called Co-Tenancy exclusion that may be an even better solution to property tax reassessment, including the changes made by Proposition 19. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for advanced tax planning, high net worth planning, and legacy planning! For some families, it may create a MAJOR opportunity to avoid property tax reassessment. The challenge is that the rules are highly technical, and one wrong move can destroy the opportunity entirely. In this webinar, estate planning attorney Jim Cunningham breaks down how the Co-tenancy Exclusion works, who may qualify, and why careful planning matters for families with shared real estate interests. You learn how co-tenancy rules apply to inherited property, and opportunities of planning in advance. Whether you own family property now, or expect to inherit California real estate in the future, this webinar helps you better understand an important and often overlooked planning opportunity. CHAPTERS 👉 Watch this video on our website: https://www.cunninghamlegal.com/what-is-the-prop-19-co-tenancy-exclusion/ 👉 For more on this topic: https://www.cunninghamlegal.com/blog/tax-planning-estate-taxes-charitable-trusts/ 👉 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!

Learn how to sell a law firm, plan your retirement, and hand off your legal practice without leaving clients or value behind. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for help with selling a law firm, help with retirement, or to exit your practice. Retiring from a law firm takes more planning than simply locking the office door and heading for the golf course. Whether you want to sell your law firm, transition ownership to another attorney, or gradually step away from your practice, the right succession plan can protect your clients, employees, and the value you spent decades building. In this video, we explain how attorneys can prepare a law firm for sale or handoff, identify potential successors, address client and ethical obligations, and avoid common transition mistakes. Learn what makes a legal practice transferable and how to start planning before retirement arrives. CHAPTERS 👉 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!

What does trust administration actually cost in California and what are families paying for? Many people assume the process is just paperwork, but proper trust administration involves legal guidance, asset transfers, tax coordination, notices to beneficiaries, trustee support, and protecting the estate from costly mistakes. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for trust administration help, dissolving a trust, or probate help. In this informative webinar, estate planning attorney Jim Cunningham breaks down the real costs of trust administration and explains why experienced legal guidance can save families substantial time, stress, and financial risk. You learn what drives fees, what services should be included, and how the right attorney helps trustees navigate the process efficiently and correctly. Whether you are serving as a trustee or planning ahead for your family, this webinar gives you a clearer understanding of the value, responsibilities, and true cost of trust administration in California. CHAPTERS 👉 Watch this video on our website: https://www.cunninghamlegal.com/how-much-does-trust-administration-cost-in-california/ 👉 For more on this topic: https://www.cunninghamlegal.com/california-legal-services/trust-administration-law/ 👉 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!

Education is getting more expensive, but most families are still using outdated savings strategies! As kids head back to school, many families are wondering: are we saving for education the smart way, or just the familiar way? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for high net worth planning, tax planning, and estate planning. We will explore modern college funding strategies, the tax advantages of 529 plans versus using after tax dollars, and common planning mistakes that quietly cost families tens of thousands over time. You will leave with a clearer understanding of flexibility, control, and tax efficiency in education planning. This webinar is hosted by attorney Jim Cunningham, along with the financial advisors at Ascent Wealth Management. 👉 Watch this video on our website: https://www.cunninghamlegal.com/education-is-more-expensive-are-you-saving-the-smart-way/ 👉 For more on this topic: https://www.cunninghamlegal.com/blog/financial-planning-and-investing/ 👉 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!

Business owners need a living trust and succession plan to protect the company, family, employees, and wealth when life takes an unexpected turn. 👉 Book a Call at https://www.cunninghamlegal.com/book-... 👉 For more on this topic: https://www.cunninghamlegal.com/blog/... 👉 Book a Call at https://www.cunninghamlegal.com/book-... 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/CunninghamL... CONTACT us at https://www.cunninghamlegal.com/calif... 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!

Parents and homeowners: help protect your family, home, and legacy. Discover why a living trust is a must! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, living trusts, and guardianship documents. Do parents and homeowners really need a living trust? In this video, estate planning attorney James L. Cunningham Jr. explains why a living trust is one of the most important legal documents you can have. Learn how a revocable living trust can help your family avoid probate, protect your home, simplify estate administration, and ensure your assets are distributed according to your wishes. Whether you have young children, own a house, or want to protect your loved ones, this guide covers the essentials of estate planning in clear, practical terms. Watch now and discover why waiting could be your biggest mistake. 👉 For more on this topic: https://www.cunninghamlegal.com/blog/estate-planning-basics-wills-living-trusts-poas-and-the-role-of-your-attorney/ 👉 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!

More retirees ask the same question: “Should I stay in California or should I retire in Texas?” On paper, Texas may look cheaper with no state income tax and lower home prices. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for advanced tax planning, high net worth planning, and estate planning. But retirement is not just about chasing lower costs; it is about protecting your lifestyle, healthcare access, family relationships, estate plan, and long term financial security. Join estate planning attorney Jim Cunningham for an enlightening webinar exploring the financial, legal, and lifestyle differences between retiring in California versus Texas. Learn how taxes, property laws, estate planning rules, asset protection, and healthcare considerations can impact your retirement and legacy. You discover hidden costs many retirees overlook, planning strategies smart families use before relocating, and how to avoid costly mistakes before making a major move. CHAPTERS 👉 Watch this video on our website: https://www.cunninghamlegal.com/retiring-in-california-vs-retiring-in-texas/ 👉 For more on this topic: https://www.cunninghamlegal.com/blog/tax-planning-estate-taxes-charitable-trusts/ 👉 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!

If your long term care plan is based on what you heard in the last few years, it may already be outdated. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment for advanced tax planning, high net worth planning, and estate planning. In 2026, Medi-Cal brought asset limits back, and that one change alone reshapes long term care planning in California. In this eye opening webinar, attorney Jim Cunningham and advisors at Ascent Wealth Management explain what changed, why it matters, and how these shifts impact families long before a health crisis hits. We will cover the real cost of care in California, why Medicare still does not pay for custodial care, and how planning strategies are evolving, including hybrid long term care insurance and renewed Medi-Cal planning. Long term care is no longer a future problem. The rules changed. The costs are higher. And pretending this is someone else’s issue is no longer an option. CHAPTERS 👉 Watch this video on our website: https://www.cunninghamlegal.com/long-term-care-awareness-planning-for-care-costs-and-control/ 👉 For more on this topic: https://www.cunninghamlegal.com/blog/estate-planning-basics-wills-living-trusts-poas-and-the-role-of-your-attorney/ 👉 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!

How do you retire comfortably while still helping your children financially? 👉 Book a Call at https://www.cunninghamlegal.com/book-... for advanced tax planning, retirement planning, and estate planning. CHAPTERS 👉 Watch this video on our website: https://www.cunninghamlegal.com/how-t... 👉 For more on this topic: https://www.cunninghamlegal.com/blog/... SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamL... CONTACT us at https://www.cunninghamlegal.com/calif... 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!

At this level, estate planning is no longer just about avoiding probate. It becomes a sophisticated balance of tax planning, asset protection, business succession, and preserving wealth across generations. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, tax planning, and family wealth planning. When your estate reaches $50 million, the stakes rise quickly and even small mistakes can cost your family millions. In this advanced webinar, leading attorney and CEO, Jim Cunningham, shares practical strategies used by high net worth families to protect substantial estates in today's changing legal and tax environment. Attendees gain insight into advanced trust planning, gifting strategies, family business transitions, and ways to reduce estate tax exposure while maintaining flexibility and control. Drawing from decades of experience in advising affluent families, Jim provides practical guidance to help families preserve wealth and protect their legacy for generations to come. CHAPTERS 👉 Watch this video on our website: https://www.cunninghamlegal.com/estate-planning-for-a-50-million-estate/ 👉 For more on this topic: https://www.cunninghamlegal.com/blog/tax-planning-estate-taxes-charitable-trusts/ 👉 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!

Who really needs a living trust? A living trust can help you avoid probate, maintain privacy, and create a clear plan for managing your assets if you become incapacitated. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, creating a living trust, and probate avoidance. If you own real estate, have minor children, run a business, or simply want to make life easier for your family, a living trust may be the right tool. In this webinar led by attorney Jim Cunningham, we explain who benefits most from a living trust, how it works, and when a simple will is not enough. Planning today prevents chaos tomorrow. Register and find out if a living trust makes sense for you. CHAPTERS 👉 Watch this video on our website: https://www.cunninghamlegal.com/who-needs-a-living-trust/ 👉 For more on this topic: https://www.cunninghamlegal.com/blog/estate-planning-basics-wills-living-trusts-poas-and-the-role-of-your-attorney/ 👉 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!

What happens to debt after death? Learn who pays, what creditors collect, and how estates, trusts, spouses, kids are protected. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for answers on debts, creditors, trusts, family, or heirs. After a person dies, spouses, families and other loved ones are often left with unanswered questions about bills, creditors, and responsibility. This webinar explains what really happens when people die with debt, who is legally responsible for paying it, and when children, spouses and loved ones are not on the hook. Learn how debts are handled through estates and trusts, which obligations die with the borrower, and what creditors can and cannot collect. Clear, practical, and reassuring, this program is designed to replace fear with facts and help families avoid costly mistakes. Register now for this webinar led by estate planning attorney Jim Cunningham. 👉 Watch this video on our website: https://www.cunninghamlegal.com/if-someone-dies-with-debt-who-pays-it/ 👉 For more on this topic: https://www.cunninghamlegal.com/blog/after-a-death-trust-administration-trustees-executors-and-probate/ 👉 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!

Build a $15M estate plan that protects your spouse, shields your kids’ inheritance, and reduces taxes while creating impact! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to protect your family’s wealth, design smart tax strategies, and create a legacy plan that actually works. You did the hard part. You built a $15 million estate. Now comes the part most people fumble. In this straight-talking webinar, estate attorney Jim Cunningham walks you through how to turn wealth into a lasting legacy. We cover how to protect your spouse, safeguard your children’s inheritance from lawsuits and divorce, and use strategic gifting to reduce future estate taxes. You will also learn how to support causes you care about without giving Uncle Sam a bigger slice than necessary. This is not theory. It is practical planning that puts your money to work for your family and your values. 👉 Watch this video on our website: https://www.cunninghamlegal.com/estate-planning-for-15m-estate/ 👉 For more on this topic: https://www.cunninghamlegal.com/blog/estate-planning-basics-wills-living-trusts-poas-and-the-role-of-your-attorney/ 👉 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!