The Business Credit and Financing Show

Podcast by Ty Crandall

Episode: 732

James Cunningham: How to Provide an Effective Estate Planning

Ty Crandall Interviews Industry Leaders

As Heard On:

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As Heard On:

iTunes
iHeartRadio
Spotify
Google
Stitcher

Estate & Tax Planning for Savvy, Caring Families™

James Cunningham: How to Provide an Effective Estate Planning

James L. Cunningham, Jr. has been an attorney for more than two decades in the areas of estate planning, probate, trust administration, elder law, disability/special needs planning, and much more. He is one of the few attorneys certified by the State Bar of California as a Specialist in Estate Planning, Trust, and Probate Law.

As founder of Cunningham Legal, he oversees six offices, along with a team of attorneys and professionals focused entirely on estate issues. 

James is a California native, a devoted husband, and the father of three children.

During the show we discuss:

  • What Estate Planning Entails
  • What Happens When You Don’t Get Estate Planning Right
  • What Should Be in a Will
  • What a Living Will Can Do for You
  • What Advantages Estate Plans Offer
  • Factors You Should Take into Account in Setting Up a Trust
  • Why the Government Wants to Take All Your Money When You Die
  • How Often You Should Update a Trust
  • How Divorce for You or Your Kids Affects Your Estate 
  • How a Local Estate Planner Can Get Started
  • Elements that Make Up Estate Planning
  • How to Choose an Executor 
  • Elements that Constitute an Effective Estate Plan
  • Key Papers for Estate Planning
  • Elements of Estate Planning that are the Most Crucial
  • The Issues Covered by Estate Planning
  • The Best Way to Get Ready for Estate Planning
  • Why Estate Planning is So Crucial
  • Who Needs to Prepare Their Estate
  • The Various Estate Planning Strategies and What They Accomplish

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