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James Cunningham How to Provide an Effective Estate Planning

Episode 732 Published 3 years, 3 months ago
Description

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

 

Show resources:

www.cunninghamlegal.com

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