Savvy Estate Planning: Avoid the Top 10 MISTAKES

The first edition of Jim Cunningham’s book, “Savvy Estate Planning: What You Need to Know Before You Talk to the Right Lawyer.” was a bestseller on Amazon, and the Second Edition has just arrived—savvier than ever! It’s organized around the 10 most common mistakes people make when planning their estates, and it’s packed with frank talk and eye-opening advice. In this webinar, Jim will hit the highlights, including “The horrible things you don’t know about your IRA,” a drama of Shakespearean proportions! Hint: 87% of people who inherit IRAs make catastrophic errors that often end up destroying half their value.

Among just some of the Estate Planning mistakes we cover in this legal webinar are:

Letting your family go to probate
Assuming all Trusts are the same
Forgetting to plan for disability
Failing to protect beneficiaries from themselves
Letting third parties take advantage of your beneficiaries
Assuming your Living Trust covers your IRAs, 401(s), 403b(s), Annuities, and Insurance
Relying on your Living Trust as a tax plan
Assuming your Trustees will know what to do

Don’t miss this vital legal webinar so you can find out what the biggest Estate Planning Mistake is!

To learn more about “Savvy Estate Planning: What You Need to Know Before You Talk to the Right Lawyer,” click here:

To watch this webinar on our site, click here:

For more information about California Estate Planning, click here:

for California Living Trusts, Estate Planning, and Trust Administration.





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[roopapriya]

Hi Jim, i love reading your living trusts for everyone.
Have few qns
1. Are you part of metlife legal plan ?
2. I have had a consultation with an attorney they suggested to build RLT, land trusts and LLC for rentals and primary home for protection, add RLT
as beneficiary for 401K (some friends suggesting not to add trust as a beneficiary for 401K )
How to approach your group for any consulting m

[CBF]

I contacted your office and was told you do not have a licensed associate for the state of Washington. It’s been a year since this video was posted, so I guess that associate has moved on. 😢